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Disclosery

Merit Financial Group, LLC: NEE position timeline

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

Merit Financial Group, LLC held 117,949 NEE shares at 2026-06-30 per its 13F-HR/A filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 117,949 shares
    Change vs previous 13F +28,348 shares

    0.06% of the 13F portfolio, value $10,352,375.

    13F-HR/A 0001621225-26-000007 filed by Merit Financial 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 89,601 shares
    Change vs previous 13F +7,466 shares

    0.06% of the 13F portfolio, value $8,322,159.

    13F-HR 0001621225-26-000005 filed by Merit Financial 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 82,135 shares
    Change vs previous 13F +10,805 shares

    0.05% of the 13F portfolio, value $6,593,726.

    13F-HR 0001621225-26-000003 filed by Merit Financial 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/A 71,330 shares
    Change vs previous 13F +216 shares

    0.05% of the 13F portfolio, value $5,384,677.

    13F-HR/A 0001621225-25-000008 filed by Merit Financial 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 71,114 shares
    Change vs previous 13F +24,941 shares

    0.06% of the 13F portfolio, value $4,936,750.

    13F-HR 0001621225-25-000006 filed by Merit Financial 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 46,173 shares
    Change vs previous 13F +14,804 shares

    0.05% of the 13F portfolio, value $3,273,209.

    13F-HR 0001621225-25-000003 filed by Merit Financial 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 31,369 shares
    Change vs previous 13F +8,564 shares

    0.04% of the 13F portfolio, value $2,248,852.

    13F-HR 0001621225-25-000002 filed by Merit Financial 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 22,805 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,927,671.

    13F-HR 0001621225-24-000007 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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