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Disclosery

Journey Advisory Group, LLC: NEE position timeline

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

Journey Advisory Group, LLC held 68,216 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,216 shares
    Change vs previous 13F +13 shares

    0.46% of the 13F portfolio, value $5,987,285.

    13F-HR 0001765380-26-000267 filed by Journey Advisory Group, 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 68,203 shares
    Change vs previous 13F -2,017 shares

    0.54% of the 13F portfolio, value $6,334,699.

    13F-HR 0001765380-26-000165 filed by Journey Advisory Group, 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 70,220 shares
    Change vs previous 13F -3,826 shares

    0.47% of the 13F portfolio, value $5,637,241.

    13F-HR 0001765380-26-000040 filed by Journey Advisory Group, 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 74,046 shares
    Change vs previous 13F +2,567 shares

    0.41% of the 13F portfolio, value $5,589,705.

    13F-HR 0001765380-25-000453 filed by Journey Advisory Group, 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 71,479 shares
    Change vs previous 13F -4,246 shares

    0.39% of the 13F portfolio, value $4,962,088.

    13F-HR 0001765380-25-000270 filed by Journey Advisory Group, 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 75,725 shares
    Change vs previous 13F -1,214 shares

    0.44% of the 13F portfolio, value $5,368,135.

    13F-HR 0001765380-25-000221 filed by Journey Advisory Group, 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 76,939 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $5,448,068.

    13F-HR 0001765380-25-000042 filed by Journey Advisory Group, 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 76,939 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $5,448,068.

    13F-HR 0001765380-24-000446 filed by Journey Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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