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Northstar Advisory Group, LLC: NEE position timeline

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

Northstar Advisory Group, LLC held 5,102 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,102 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $447,834.

    13F-HR 0001951757-26-001005 filed by Northstar Advisory 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 5,102 shares
    Change vs previous 13F +16 shares

    0.18% of the 13F portfolio, value $473,907.

    13F-HR 0001951757-26-000535 filed by Northstar Advisory 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 5,086 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $408,333.

    13F-HR 0001951757-26-000149 filed by Northstar Advisory 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 5,086 shares
    Change vs previous 13F -294 shares

    0.16% of the 13F portfolio, value $383,969.

    13F-HR 0001951757-25-001230 filed by Northstar Advisory 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 5,380 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $373,504.

    13F-HR 0001951757-25-000590 filed by Northstar Advisory 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 5,380 shares
    Change vs previous 13F -7,568 shares

    0.25% of the 13F portfolio, value $381,413.

    13F-HR 0001951757-25-000349 filed by Northstar Advisory 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 12,948 shares
    Change vs previous 13F -92 shares

    0.47% of the 13F portfolio, value $928,268.

    13F-HR 0001951757-25-000009 filed by Northstar Advisory 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 13,040 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,102,301.

    13F-HR 0001951757-24-001192 filed by Northstar Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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