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Independent Advisor Alliance: NEE position timeline

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

Independent Advisor Alliance held 89,439 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,439 shares
    Change vs previous 13F +555 shares

    0.18% of the 13F portfolio, value $7,850,048.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 88,884 shares
    Change vs previous 13F -5,541 shares

    0.09% of the 13F portfolio, value $8,255,572.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 94,425 shares
    Change vs previous 13F -2,127 shares

    0.18% of the 13F portfolio, value $7,580,465.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 96,552 shares
    Change vs previous 13F -24,619 shares

    0.19% of the 13F portfolio, value $7,288,758.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 121,171 shares
    Change vs previous 13F -5,681 shares

    0.24% of the 13F portfolio, value $8,411,706.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 126,852 shares
    Change vs previous 13F +2,999 shares

    0.3% of the 13F portfolio, value $8,992,552.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 123,853 shares
    Change vs previous 13F -1,546 shares

    0.12% of the 13F portfolio, value $8,879,045.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 125,399 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $10,599,943.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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