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IFG Advisory, LLC: NEE position timeline

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

IFG Advisory, LLC held 31,963 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,963 shares
    Change vs previous 13F +31,865 shares

    0.1% of the 13F portfolio, value $2,805,373.

    13F-HR 0001728319-26-000006 filed by IFG 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 98 shares
    Change vs previous 13F -30,707 shares

    0.03% of the 13F portfolio, value $9,102.

    13F-HR 0001728319-26-000005 filed by IFG 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 30,805 shares
    Change vs previous 13F +1,026 shares

    0.11% of the 13F portfolio, value $2,472,989.

    13F-HR 0001728319-26-000001 filed by IFG 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 29,779 shares
    Change vs previous 13F +13,783 shares

    0.1% of the 13F portfolio, value $2,248,051.

    13F-HR 0001728319-25-000006 filed by IFG 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 15,996 shares
    Change vs previous 13F +237 shares

    0.06% of the 13F portfolio, value $1,110,415.

    13F-HR 0001728319-25-000004 filed by IFG 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 15,759 shares
    Change vs previous 13F +256 shares

    0.06% of the 13F portfolio, value $1,117,135.

    13F-HR 0001728319-25-000002 filed by IFG 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 15,503 shares
    Change vs previous 13F +1,100 shares

    0.06% of the 13F portfolio, value $1,111,424.

    13F-HR 0002047201-25-000002 filed by IFG 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 14,403 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,217,493.

    13F-HR 0001728319-24-000010 filed by IFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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