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Disclosery

Berger Financial Group, Inc: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Berger Financial Group, Inc on NEE, newest first. How the timeline and the estimate are built.

Berger Financial Group, Inc held 11,841 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,841 shares
    Change vs previous 13F -1,020 shares

    0.05% of the 13F portfolio, value $1,039,327.

    13F-HR 0001826136-26-000002 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,861 shares
    Change vs previous 13F -351 shares

    0.07% of the 13F portfolio, value $1,194,543.

    13F-HR 0001172661-26-001555 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,212 shares
    Change vs previous 13F -282 shares

    0.06% of the 13F portfolio, value $1,060,632.

    13F-HR 0001172661-26-000322 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 13,494 shares
    Change vs previous 13F -675 shares

    0.06% of the 13F portfolio, value $1,018,648.

    13F-HR 0001172661-25-004281 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,169 shares
    Change vs previous 13F -984 shares

    0.06% of the 13F portfolio, value $983,594.

    13F-HR 0001172661-25-002666 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,153 shares
    Change vs previous 13F -47 shares

    0.07% of the 13F portfolio, value $1,074,219.

    13F-HR 0001172661-25-001681 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,200 shares
    Change vs previous 13F -115 shares

    0.08% of the 13F portfolio, value $1,089,684.

    13F-HR 0001172661-25-001074 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,315 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,294,571.

    13F-HR 0001172661-24-004557 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).