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Disclosery

Ascent Group, LLC: NEE position timeline

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

Ascent Group, LLC held 30,432 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,432 shares
    Change vs previous 13F -9,933 shares

    0.08% of the 13F portfolio, value $2,671,060.

    13F-HR 0001913231-26-000003 filed by Ascent 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 40,365 shares
    Change vs previous 13F -14,677 shares

    0.13% of the 13F portfolio, value $3,749,106.

    13F-HR 0001913231-26-000002 filed by Ascent 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 55,042 shares
    Change vs previous 13F -1,171 shares

    0.15% of the 13F portfolio, value $4,418,745.

    13F-HR 0001913231-26-000001 filed by Ascent 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 56,213 shares
    Change vs previous 13F +3,259 shares

    0.15% of the 13F portfolio, value $4,243,543.

    13F-HR 0001913231-25-000006 filed by Ascent 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 52,954 shares
    Change vs previous 13F -664 shares

    0.14% of the 13F portfolio, value $3,676,059.

    13F-HR 0001913231-25-000003 filed by Ascent 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 53,618 shares
    Change vs previous 13F -34 shares

    0.16% of the 13F portfolio, value $3,801,007.

    13F-HR 0001913231-25-000002 filed by Ascent 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 53,652 shares
    Change vs previous 13F +2,298 shares

    0.29% of the 13F portfolio, value $3,846,312.

    13F-HR 0001221073-25-000036 filed by Ascent 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 51,354 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $4,340,954.

    13F-HR 0001221073-24-000102 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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