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Advisors Asset Management, Inc.: NEE position timeline

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

Advisors Asset Management, Inc. held 272,557 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 272,557 shares
    Change vs previous 13F +29,610 shares

    0.36% of the 13F portfolio, value $23,922,328.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    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 242,947 shares
    Change vs previous 13F +6,663 shares

    0.38% of the 13F portfolio, value $22,564,917.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    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/A 236,284 shares
    Change vs previous 13F -32,843 shares

    0.32% of the 13F portfolio, value $18,968,880.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    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/A 269,127 shares
    Change vs previous 13F +2,354 shares

    0.34% of the 13F portfolio, value $20,316,397.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    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/A 266,773 shares
    Change vs previous 13F +3,053 shares

    0.33% of the 13F portfolio, value $18,519,382.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    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/A 263,720 shares
    Change vs previous 13F -5,027 shares

    0.35% of the 13F portfolio, value $18,695,111.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    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/A 268,747 shares
    Change vs previous 13F -4,106 shares

    0.35% of the 13F portfolio, value $19,266,472.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    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/A 272,853 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $23,064,264.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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