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Disclosery

RIA Advisory Group LLC: NEE position timeline

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

RIA Advisory Group LLC held 4,657 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,657 shares
    Change vs previous 13F +602 shares

    0.09% of the 13F portfolio, value $408,764.

    13F-HR 0002085853-26-000817 filed by RIA 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 4,055 shares
    Change vs previous 13F +4,055 shares

    0.09% of the 13F portfolio, value $376,628.

    13F-HR 0002085853-26-000473 filed by RIA 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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -3,001 shares

    13F-HR 0002085853-25-000287 filed by RIA Advisory Group 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.

  4. period ended2025-06-30
    13F 3,001 shares
    Change vs previous 13F -382 shares

    0.06% of the 13F portfolio, value $208,307.

    13F-HR 0001667731-25-001112 filed by RIA 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 ended2025-03-31
    13F 3,383 shares
    Change vs previous 13F -2,782 shares

    0.08% of the 13F portfolio, value $239,825.

    13F-HR 0001667731-25-000613 filed by RIA 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 ended2024-12-31
    13F 6,165 shares
    Change vs previous 13F -131 shares

    0.15% of the 13F portfolio, value $441,995.

    13F-HR 0001667731-25-000274 filed by RIA 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 ended2024-09-30
    13F 6,296 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $532,224.

    13F-HR 0001958384-24-000004 filed by RIA Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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