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Pinnacle Family Advisors, LLC: NEE position timeline

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

Pinnacle Family Advisors, LLC held 2,907 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,907 shares
    Change vs previous 13F +36 shares

    0.11% of the 13F portfolio, value $255,145.

    13F-HR 0001172661-26-003580 filed by Pinnacle Family Advisors, 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 2,871 shares
    Change vs previous 13F -165 shares

    0.13% of the 13F portfolio, value $266,627.

    13F-HR 0001172661-26-001983 filed by Pinnacle Family Advisors, 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 3,036 shares
    Change vs previous 13F -6 shares

    0.11% of the 13F portfolio, value $243,761.

    13F-HR 0001172661-26-000958 filed by Pinnacle Family Advisors, 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 3,042 shares
    Change vs previous 13F +250 shares

    0.1% of the 13F portfolio, value $229,639.

    13F-HR 0001172661-25-004989 filed by Pinnacle Family Advisors, 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 2,792 shares
    Change vs previous 13F +2,792 shares

    0.1% of the 13F portfolio, value $200,555.

    13F-HR 0001172661-25-003418 filed by Pinnacle Family Advisors, 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 0 shares
    Change vs previous 13F -2,932 shares

    13F-HR 0001172661-25-001981 filed by Pinnacle Family Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 2,932 shares
    Change vs previous 13F +4 shares

    0.1% of the 13F portfolio, value $210,212.

    13F-HR 0001172661-25-001089 filed by Pinnacle Family Advisors, 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 2,928 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $247,475.

    13F-HR 0001172661-24-004819 filed by Pinnacle Family Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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