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Disclosery

ICA Group Wealth Management, LLC: NEE position timeline

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

ICA Group Wealth Management, LLC held 1,507 NEE shares at 2024-06-30 per its 13F-HR filed 2024-08-08.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 1,507 shares
    Change vs previous 13F -1,932 shares

    0.06% of the 13F portfolio, value $106,734.

    13F-HR 0001944579-24-000003 filed by ICA Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 3,439 shares
    Change vs previous 13F -2,367 shares

    0.04% of the 13F portfolio, value $219,790.

    13F-HR 0001944579-24-000002 filed by ICA Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 5,806 shares
    Change vs previous 13F +1,169 shares

    0.08% of the 13F portfolio, value $352,669.

    13F-HR 0001944579-24-000001 filed by ICA Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 4,637 shares
    Change vs previous 13F +20 shares

    0.07% of the 13F portfolio, value $263,823.

    13F-HR 0001172661-23-003785 filed by ICA Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 4,617 shares
    Change vs previous 13F -1,970 shares

    0.09% of the 13F portfolio, value $342,616.

    13F-HR 0001944579-23-000003 filed by ICA Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 6,587 shares
    Change vs previous 13F +144 shares

    0.12% of the 13F portfolio, value $507,749.

    13F-HR 0001944579-23-000002 filed by ICA Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 6,443 shares
    Change vs previous 13F -6,146 shares

    0.13% of the 13F portfolio, value $538,668.

    13F-HR 0001944579-23-000001 filed by ICA Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 12,589 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $987,000.

    13F-HR 0001944579-22-000006 filed by ICA Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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