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Disclosery

Welch Group, LLC: NEE position timeline

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

Welch Group, LLC held 858,202 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 858,202 shares
    Change vs previous 13F +5,268 shares

    2.58% of the 13F portfolio, value $75,324,350.

    13F-HR 0001443095-26-000006 filed by Welch 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 852,934 shares
    Change vs previous 13F -16,487 shares

    2.98% of the 13F portfolio, value $79,220,493.

    13F-HR 0001443095-26-000004 filed by Welch 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 869,421 shares
    Change vs previous 13F -1,406 shares

    2.69% of the 13F portfolio, value $69,797,096.

    13F-HR 0001443095-26-000001 filed by Welch 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 870,827 shares
    Change vs previous 13F +19,990 shares

    2.57% of the 13F portfolio, value $65,738,747.

    13F-HR 0001443095-25-000008 filed by Welch 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 850,837 shares
    Change vs previous 13F +15,826 shares

    2.47% of the 13F portfolio, value $59,065,122.

    13F-HR 0001443095-25-000007 filed by Welch 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 835,011 shares
    Change vs previous 13F +32,546 shares

    2.59% of the 13F portfolio, value $58,826,528.

    13F-HR 0001443095-25-000003 filed by Welch 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 802,465 shares
    Change vs previous 13F -5,503 shares

    2.59% of the 13F portfolio, value $57,584,899.

    13F-HR 0001443095-25-000001 filed by Welch 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 807,968 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $68,297,510.

    13F-HR 0001443095-24-000004 filed by Welch Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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