Skip to content
Disclosery

Annex Advisory Services, LLC: NEE position timeline

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

Annex Advisory Services, LLC held 711,009 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 711,009 shares
    Change vs previous 13F +86,585 shares

    1.07% of the 13F portfolio, value $62,405,267.

    13F-HR 0001542287-26-000003 filed by Annex Advisory Services, 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 624,424 shares
    Change vs previous 13F +579,790 shares

    1.09% of the 13F portfolio, value $57,996,502.

    13F-HR 0001542287-26-000002 filed by Annex Advisory Services, 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 44,634 shares
    Change vs previous 13F +57 shares

    0.07% of the 13F portfolio, value $3,583,218.

    13F-HR 0001542287-26-000001 filed by Annex Advisory Services, 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 44,577 shares
    Change vs previous 13F -1,678 shares

    0.07% of the 13F portfolio, value $3,365,118.

    13F-HR 0001542287-25-000002 filed by Annex Advisory Services, 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 46,255 shares
    Change vs previous 13F +32,886 shares

    0.08% of the 13F portfolio, value $3,211,007.

    13F-HR 0001085146-25-003756 filed by Annex Advisory Services, 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 13,369 shares
    Change vs previous 13F -337 shares

    0.03% of the 13F portfolio, value $947,732.

    13F-HR 0001085146-25-002042 filed by Annex Advisory Services, 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 13,706 shares
    Change vs previous 13F +6,898 shares

    0.03% of the 13F portfolio, value $982,588.

    13F-HR 0001085146-25-000240 filed by Annex Advisory Services, 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 6,808 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $575,484.

    13F-HR 0001085146-24-004836 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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