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Carson Advisory Inc.: NEE position timeline

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

Carson Advisory Inc. held 12,351 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,351 shares
    Change vs previous 13F +32 shares

    0.5% of the 13F portfolio, value $1,084,082.

    13F-HR 0001909304-26-000005 filed by Carson Advisory 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 12,319 shares
    Change vs previous 13F +3 shares

    0.59% of the 13F portfolio, value $1,144,221.

    13F-HR 0001909304-26-000003 filed by Carson Advisory 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 12,316 shares
    Change vs previous 13F +2 shares

    0.51% of the 13F portfolio, value $988,714.

    13F-HR 0001909304-26-000001 filed by Carson Advisory 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 12,314 shares
    Change vs previous 13F +5 shares

    0.5% of the 13F portfolio, value $929,594.

    13F-HR 0001909304-25-000006 filed by Carson Advisory 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 12,309 shares
    Change vs previous 13F +250 shares

    0.54% of the 13F portfolio, value $854,471.

    13F-HR 0001909304-25-000004 filed by Carson Advisory 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 12,059 shares
    Change vs previous 13F -69 shares

    0.58% of the 13F portfolio, value $854,832.

    13F-HR 0001909304-25-000002 filed by Carson Advisory 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 12,128 shares
    Change vs previous 13F -63 shares

    0.6% of the 13F portfolio, value $869,481.

    13F-HR 0001909304-25-000001 filed by Carson Advisory 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 12,191 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,030,486.

    13F-HR 0001909304-24-000005 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

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