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MONTAG A & ASSOCIATES INC: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONTAG A & ASSOCIATES INC on NEE, newest first. How the timeline and the estimate are built.

MONTAG A & ASSOCIATES INC held 70,772 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,772 shares
    Change vs previous 13F -162 shares

    0.26% of the 13F portfolio, value $6,211,618.

    13F-HR 0000829407-26-000004 filed by MONTAG A & ASSOCIATES INC
    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 70,934 shares
    Change vs previous 13F -110 shares

    0.31% of the 13F portfolio, value $6,588,350.

    13F-HR 0000829407-26-000003 filed by MONTAG A & ASSOCIATES INC
    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 71,044 shares
    Change vs previous 13F +1,885 shares

    0.26% of the 13F portfolio, value $5,703,413.

    13F-HR 0000829407-26-000001 filed by MONTAG A & ASSOCIATES INC
    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 69,159 shares
    Change vs previous 13F -23,758 shares

    0.24% of the 13F portfolio, value $5,220,839.

    13F-HR 0000829407-25-000006 filed by MONTAG A & ASSOCIATES INC
    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 92,917 shares
    Change vs previous 13F +27,912 shares

    0.31% of the 13F portfolio, value $6,450,322.

    13F-HR 0000829407-25-000004 filed by MONTAG A & ASSOCIATES INC
    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 65,005 shares
    Change vs previous 13F -4,199 shares

    0.23% of the 13F portfolio, value $4,608,229.

    13F-HR 0000829407-25-000003 filed by MONTAG A & ASSOCIATES INC
    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 69,204 shares
    Change vs previous 13F +3,550 shares

    0.24% of the 13F portfolio, value $4,961,235.

    13F-HR 0000829407-25-000001 filed by MONTAG A & ASSOCIATES INC
    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 65,654 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $5,549,733.

    13F-HR 0000829407-24-000007 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

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