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Disclosery

MATHER GROUP, LLC.: NEE position timeline

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

MATHER GROUP, LLC. held 12,166 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,166 shares
    Change vs previous 13F +314 shares

    0.01% of the 13F portfolio, value $1,067,797.

    13F-HR 0001527641-26-000004 filed by MATHER 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 11,852 shares
    Change vs previous 13F +1,064 shares

    0.01% of the 13F portfolio, value $1,100,806.

    13F-HR 0001527641-26-000003 filed by MATHER 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 10,788 shares
    Change vs previous 13F -380 shares

    0.01% of the 13F portfolio, value $866,029.

    13F-HR 0001527641-26-000001 filed by MATHER 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 11,168 shares
    Change vs previous 13F +1,290 shares

    0.01% of the 13F portfolio, value $843,085.

    13F-HR 0001527641-25-000008 filed by MATHER 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 9,878 shares
    Change vs previous 13F -2,729 shares

    0.01% of the 13F portfolio, value $685,744.

    13F-HR 0001527641-25-000006 filed by MATHER 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 12,607 shares
    Change vs previous 13F +4,069 shares

    0.01% of the 13F portfolio, value $893,712.

    13F-HR 0001527641-25-000005 filed by MATHER 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 8,538 shares
    Change vs previous 13F -1,719 shares

    0.01% of the 13F portfolio, value $612,084.

    13F-HR 0001527641-25-000002 filed by MATHER 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 10,257 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $867,037.

    13F-HR 0001527641-24-000006 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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