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Disclosery

Fiduciary Alliance LLC: NEE position timeline

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

Fiduciary Alliance LLC held 147,654 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 147,654 shares
    Change vs previous 13F +8,620 shares

    0.88% of the 13F portfolio, value $12,959,814.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 139,034 shares
    Change vs previous 13F +1,202 shares

    0.77% of the 13F portfolio, value $12,685,482.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 137,832 shares
    Change vs previous 13F +10,261 shares

    0.72% of the 13F portfolio, value $11,065,186.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 127,571 shares
    Change vs previous 13F +8,648 shares

    0.65% of the 13F portfolio, value $9,630,349.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 118,923 shares
    Change vs previous 13F -1,709 shares

    0.62% of the 13F portfolio, value $8,255,628.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 120,632 shares
    Change vs previous 13F +7,963 shares

    0.84% of the 13F portfolio, value $8,551,603.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance 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 112,669 shares
    Change vs previous 13F +9,039 shares

    0.82% of the 13F portfolio, value $8,077,236.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance 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 103,630 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $8,759,819.

    13F-HR 0001954805-24-000006 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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