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Disclosery

Sound Financial Strategies Group, LLC: NEE position timeline

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

Sound Financial Strategies Group, LLC held 4,448 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 4,448 shares
    Change vs previous 13F +74 shares

    0.25% of the 13F portfolio, value $390,401.

    13F-HR 0001398344-26-013883 filed by Sound Financial Strategies 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 4,374 shares
    Change vs previous 13F -4,453 shares

    0.28% of the 13F portfolio, value $406,257.

    13F-HR 0001398344-26-008764 filed by Sound Financial Strategies 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 8,827 shares
    Change vs previous 13F -1,034 shares

    0.5% of the 13F portfolio, value $708,632.

    13F-HR 0001398344-26-001982 filed by Sound Financial Strategies 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 9,861 shares
    Change vs previous 13F -811 shares

    0.54% of the 13F portfolio, value $744,407.

    13F-HR 0001398344-25-019658 filed by Sound Financial Strategies 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 10,672 shares
    Change vs previous 13F +324 shares

    0.63% of the 13F portfolio, value $740,858.

    13F-HR 0001398344-25-014607 filed by Sound Financial Strategies 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 10,348 shares
    Change vs previous 13F -1,121 shares

    0.65% of the 13F portfolio, value $733,570.

    13F-HR 0001398344-25-009055 filed by Sound Financial Strategies 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 11,469 shares
    Change vs previous 13F +3,563 shares

    0.69% of the 13F portfolio, value $822,213.

    13F-HR 0001398344-25-002079 filed by Sound Financial Strategies 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 7,906 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $668,294.

    13F-HR 0001398344-24-020438 filed by Sound Financial Strategies Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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