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Disclosery

Walker Asset Management, LLC: NEE position timeline

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

Walker Asset Management, LLC held 5,068 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,068 shares
    Change vs previous 13F +58 shares

    0.22% of the 13F portfolio, value $444,805.

    13F-HR 0001214659-26-008409 filed by Walker Asset Management, 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 5,010 shares
    Change vs previous 13F +107 shares

    0.25% of the 13F portfolio, value $465,314.

    13F-HR 0001214659-26-005033 filed by Walker Asset Management, 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 4,903 shares
    Change vs previous 13F +158 shares

    0.21% of the 13F portfolio, value $393,617.

    13F-HR 0001214659-26-000534 filed by Walker Asset Management, 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 4,745 shares
    Change vs previous 13F -70 shares

    0.2% of the 13F portfolio, value $358,219.

    13F-HR 0001214659-25-014909 filed by Walker Asset Management, 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 4,815 shares
    Change vs previous 13F +163 shares

    0.19% of the 13F portfolio, value $334,265.

    13F-HR 0001214659-25-010498 filed by Walker Asset Management, 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 4,652 shares
    Change vs previous 13F +28 shares

    0.2% of the 13F portfolio, value $329,813.

    13F-HR 0001214659-25-005873 filed by Walker Asset Management, 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 4,624 shares
    Change vs previous 13F +125 shares

    0.2% of the 13F portfolio, value $331,490.

    13F-HR 0001214659-25-000596 filed by Walker Asset Management, 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 4,499 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $380,286.

    13F-HR 0001214659-24-017823 filed by Walker Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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