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KELLEHER FINANCIAL ADVISORS: NEE position timeline

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

KELLEHER FINANCIAL ADVISORS held 4,208 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,208 shares
    Change vs previous 13F +1,672 shares

    0.05% of the 13F portfolio, value $369,336.

    13F-HR 0001999371-26-017142 filed by KELLEHER FINANCIAL ADVISORS
    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 2,536 shares
    Change vs previous 13F -691 shares

    0.05% of the 13F portfolio, value $183,932.

    13F-HR 0001999371-26-010268 filed by KELLEHER FINANCIAL ADVISORS
    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 3,227 shares
    Change vs previous 13F +29 shares

    0.06% of the 13F portfolio, value $259,063.

    13F-HR 0001999371-26-001248 filed by KELLEHER FINANCIAL ADVISORS
    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 3,198 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $241,417.

    13F-HR 0001999371-25-017935 filed by KELLEHER FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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