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Disclosery

Keystone Financial Group: NEE position timeline

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

Keystone Financial Group held 16,772 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,772 shares
    Change vs previous 13F +127 shares

    0.09% of the 13F portfolio, value $1,472,103.

    13F-HR 0001729299-26-000004 filed by Keystone Financial Group
    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 16,645 shares
    Change vs previous 13F -65 shares

    0.11% of the 13F portfolio, value $1,550,735.

    13F-HR 0001729299-26-000003 filed by Keystone Financial Group
    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 16,710 shares
    Change vs previous 13F +160 shares

    0.1% of the 13F portfolio, value $1,341,499.

    13F-HR 0001729299-26-000001 filed by Keystone Financial Group
    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/A 16,550 shares
    Change vs previous 13F +1,234 shares

    0.1% of the 13F portfolio, value $1,258,218.

    13F-HR/A 0001765380-25-000503 filed by Keystone Financial Group
    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 15,316 shares
    Change vs previous 13F +88 shares

    0.1% of the 13F portfolio, value $1,063,245.

    13F-HR 0001765380-25-000370 filed by Keystone Financial Group
    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 15,228 shares
    Change vs previous 13F +277 shares

    0.11% of the 13F portfolio, value $1,078,604.

    13F-HR 0001765380-25-000222 filed by Keystone Financial Group
    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 14,951 shares
    Change vs previous 13F +1,186 shares

    0.11% of the 13F portfolio, value $1,070,549.

    13F-HR 0001765380-25-000102 filed by Keystone Financial Group
    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/A 13,765 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,163,540.

    13F-HR/A 0001765380-25-000133 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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