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Disclosery

RFG Advisory, LLC: NEE position timeline

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

RFG Advisory, LLC held 43,944 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,944 shares
    Change vs previous 13F -784 shares

    0.06% of the 13F portfolio, value $3,856,984.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 44,728 shares
    Change vs previous 13F -6,547 shares

    0.08% of the 13F portfolio, value $4,154,328.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 51,275 shares
    Change vs previous 13F -606 shares

    0.08% of the 13F portfolio, value $4,116,352.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 51,881 shares
    Change vs previous 13F -3,116 shares

    0.08% of the 13F portfolio, value $3,916,486.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 54,997 shares
    Change vs previous 13F +5,761 shares

    0.09% of the 13F portfolio, value $3,817,870.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 49,236 shares
    Change vs previous 13F -29,546 shares

    0.09% of the 13F portfolio, value $3,490,334.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 78,782 shares
    Change vs previous 13F +8,673 shares

    0.16% of the 13F portfolio, value $5,647,906.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 70,109 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,926,355.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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