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SageView Advisory Group, LLC: NEE position timeline

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

SageView Advisory Group, LLC held 14,853 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,853 shares
    Change vs previous 13F -6,919 shares

    0.04% of the 13F portfolio, value $1,303,652.

    13F-HR 0001172661-26-003218 filed by SageView 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 21,772 shares
    Change vs previous 13F -1,297 shares

    0.07% of the 13F portfolio, value $2,022,229.

    13F-HR 0001172661-26-003214 filed by SageView 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 23,069 shares
    Change vs previous 13F -646 shares

    0.06% of the 13F portfolio, value $1,851,960.

    13F-HR 0001914558-26-000002 filed by SageView 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 23,715 shares
    Change vs previous 13F -1,033 shares

    0.06% of the 13F portfolio, value $1,790,299.

    13F-HR 0001172661-25-004748 filed by SageView 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 24,748 shares
    Change vs previous 13F -329 shares

    0.07% of the 13F portfolio, value $1,765,552.

    13F-HR 0001172661-25-003226 filed by SageView 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 25,077 shares
    Change vs previous 13F +753 shares

    0.08% of the 13F portfolio, value $1,777,715.

    13F-HR 0001172661-25-002419 filed by SageView 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 24,324 shares
    Change vs previous 13F +4,188 shares

    0.08% of the 13F portfolio, value $1,743,769.

    13F-HR 0001172661-25-000782 filed by SageView 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 20,136 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,702,107.

    13F-HR 0001172661-24-005134 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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