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Disclosery

Stonegate Investment Group, LLC: NEE position timeline

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

Stonegate Investment Group, LLC held 118,813 NEE shares at 2025-09-30 per its 13F-HR filed 2025-11-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 118,813 shares
    Change vs previous 13F +374 shares

    0.21% of the 13F portfolio, value $8,969,162.

    13F-HR 0001951757-25-001234 filed by Stonegate Investment 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 ended2025-06-30
    13F 118,439 shares
    Change vs previous 13F +5,986 shares

    0.21% of the 13F portfolio, value $8,222,040.

    13F-HR 0001951757-25-000936 filed by Stonegate Investment 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 ended2025-03-31
    13F 112,453 shares
    Change vs previous 13F +738 shares

    0.21% of the 13F portfolio, value $7,971,773.

    13F-HR 0001951757-25-000396 filed by Stonegate Investment 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 ended2024-12-31
    13F 111,715 shares
    Change vs previous 13F -3,581 shares

    0.21% of the 13F portfolio, value $8,008,853.

    13F-HR 0001951757-25-000108 filed by Stonegate Investment 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 ended2024-09-30
    13F 115,296 shares
    Change vs previous 13F +911 shares

    0.26% of the 13F portfolio, value $9,745,987.

    13F-HR 0001951757-24-001063 filed by Stonegate Investment 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 ended2024-06-30
    13F 114,385 shares
    Change vs previous 13F -3,243 shares

    0.23% of the 13F portfolio, value $8,099,598.

    13F-HR 0001951757-24-000631 filed by Stonegate Investment 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 ended2024-03-31
    13F 117,628 shares
    Change vs previous 13F +117,628 shares

    0.24% of the 13F portfolio, value $7,517,624.

    13F-HR 0001951757-24-000359 filed by Stonegate Investment 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 ended2023-12-31
    13F 0 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $7,258,830.

    13F-HR 0001951757-24-000107 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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