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Disclosery

Capital Asset Advisory Services LLC: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Asset Advisory Services LLC on NEE, newest first. How the timeline and the estimate are built.

Capital Asset Advisory Services LLC held 27,899 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,899 shares
    Change vs previous 13F +1,456 shares

    0.09% of the 13F portfolio, value $2,448,638.

    13F-HR 0001941040-26-000611 filed by Capital Asset Advisory Services LLC
    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 26,443 shares
    Change vs previous 13F -922 shares

    0.09% of the 13F portfolio, value $2,432,985.

    13F-HR 0001941040-26-000267 filed by Capital Asset Advisory Services LLC
    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 27,365 shares
    Change vs previous 13F +616 shares

    0.09% of the 13F portfolio, value $2,217,957.

    13F-HR 0001941040-26-000010 filed by Capital Asset Advisory Services LLC
    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 26,749 shares
    Change vs previous 13F +2,267 shares

    0.09% of the 13F portfolio, value $2,019,306.

    13F-HR 0001941040-25-000533 filed by Capital Asset Advisory Services LLC
    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 24,482 shares
    Change vs previous 13F +407 shares

    0.08% of the 13F portfolio, value $1,788,636.

    13F-HR 0001941040-25-000332 filed by Capital Asset Advisory Services LLC
    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 24,075 shares
    Change vs previous 13F -4,851 shares

    0.09% of the 13F portfolio, value $1,696,782.

    13F-HR 0001941040-25-000196 filed by Capital Asset Advisory Services LLC
    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 28,926 shares
    Change vs previous 13F +798 shares

    0.1% of the 13F portfolio, value $2,082,388.

    13F-HR 0001398344-25-000896 filed by Capital Asset Advisory Services LLC
    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 28,128 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,264,275.

    13F-HR 0001398344-24-018961 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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