Skip to content
Disclosery

Gladstone Institutional Advisory LLC: NEE position timeline

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

Gladstone Institutional Advisory LLC held 46,757 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,757 shares
    Change vs previous 13F +1,155 shares

    0.13% of the 13F portfolio, value $4,103,892.

    13F-HR 0001172661-26-002822 filed by Gladstone Institutional Advisory 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 45,602 shares
    Change vs previous 13F -2,811 shares

    0.16% of the 13F portfolio, value $4,235,545.

    13F-HR 0001172661-26-001910 filed by Gladstone Institutional Advisory 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 48,413 shares
    Change vs previous 13F -2,875 shares

    0.15% of the 13F portfolio, value $3,886,607.

    13F-HR 0001172661-26-000926 filed by Gladstone Institutional Advisory 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 51,288 shares
    Change vs previous 13F +586 shares

    0.15% of the 13F portfolio, value $3,871,769.

    13F-HR 0001172661-25-004377 filed by Gladstone Institutional Advisory 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 50,702 shares
    Change vs previous 13F -1,681 shares

    0.15% of the 13F portfolio, value $3,519,758.

    13F-HR 0001172661-25-003042 filed by Gladstone Institutional Advisory 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 52,383 shares
    Change vs previous 13F +2,899 shares

    0.17% of the 13F portfolio, value $3,713,423.

    13F-HR 0001172661-25-002064 filed by Gladstone Institutional Advisory 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 49,484 shares
    Change vs previous 13F +2,998 shares

    0.16% of the 13F portfolio, value $3,547,488.

    13F-HR 0001172661-25-000406 filed by Gladstone Institutional Advisory 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 46,486 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $3,929,429.

    13F-HR 0001172661-24-004379 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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