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GoalVest Advisory LLC: NEE position timeline

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

GoalVest Advisory LLC held 31,474 NEE shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 31,474 shares
    Change vs previous 13F +3,496 shares

    0.41% of the 13F portfolio, value $2,383,841.

    13F-HR 0001839307-26-000016 filed by GoalVest Advisory LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,978 shares
    Change vs previous 13F -1,273 shares

    0.46% of the 13F portfolio, value $2,455,629.

    13F-HR 0001839307-26-000011 filed by GoalVest 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 ended2026-03-31
    13F 29,251 shares
    Change vs previous 13F +11,422 shares

    0.53% of the 13F portfolio, value $2,716,833.

    13F-HR 0001839307-26-000002 filed by GoalVest 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 ended2025-12-31
    13F 17,829 shares
    Change vs previous 13F +12,285 shares

    0.27% of the 13F portfolio, value $1,431,312.

    13F-HR 0001839307-26-000001 filed by GoalVest 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 ended2025-09-30
    13F 5,544 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $418,517.

    13F-HR 0001839307-25-000008 filed by GoalVest 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 ended2025-06-30
    13F 5,544 shares
    Change vs previous 13F -3,721 shares

    0.1% of the 13F portfolio, value $384,864.

    13F-HR 0001839307-25-000003 filed by GoalVest 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 ended2025-03-31
    13F 9,265 shares
    Change vs previous 13F +303 shares

    0.18% of the 13F portfolio, value $656,796.

    13F-HR 0001839307-25-000002 filed by GoalVest 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 ended2024-12-31
    13F 8,962 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $642,486.

    13F-HR 0001839307-25-000001 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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