Skip to content
Disclosery

Ritter Daniher Financial Advisory LLC / DE: NEE position timeline

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

Ritter Daniher Financial Advisory LLC / DE held 13,273 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 13,273 shares
    Change vs previous 13F +11 shares

    0.18% of the 13F portfolio, value $1,164,965.

    13F-HR 0001936603-26-000003 filed by Ritter Daniher Financial Advisory LLC / DE
    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 13,262 shares
    Change vs previous 13F +15 shares

    0.21% of the 13F portfolio, value $1,231,729.

    13F-HR 0001936603-26-000002 filed by Ritter Daniher Financial Advisory LLC / DE
    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 13,247 shares
    Change vs previous 13F +652 shares

    0.18% of the 13F portfolio, value $1,063,453.

    13F-HR 0001936603-26-000001 filed by Ritter Daniher Financial Advisory LLC / DE
    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 12,595 shares
    Change vs previous 13F -118 shares

    0.17% of the 13F portfolio, value $950,797.

    13F-HR 0001936603-25-000003 filed by Ritter Daniher Financial Advisory LLC / DE
    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 12,713 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $882,537.

    13F-HR 0001855205-25-000038 filed by Ritter Daniher Financial Advisory LLC / DE
    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 12,713 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $901,225.

    13F-HR 0001855205-25-000024 filed by Ritter Daniher Financial Advisory LLC / DE
    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 12,713 shares
    Change vs previous 13F +250 shares

    0.26% of the 13F portfolio, value $911,401.

    13F-HR 0001855205-25-000016 filed by Ritter Daniher Financial Advisory LLC / DE
    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 12,463 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,053,505.

    13F-HR 0001855205-24-000052 filed by Ritter Daniher Financial Advisory LLC / DE
    Filed (acceptance time not in the bulk data set), ingested

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