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Arkadios Wealth Advisors: NEE position timeline

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

Arkadios Wealth Advisors held 189,577 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 189,577 shares
    Change vs previous 13F +13,410 shares

    0.26% of the 13F portfolio, value $16,639,183.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 176,167 shares
    Change vs previous 13F +5,889 shares

    0.27% of the 13F portfolio, value $16,362,387.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 170,278 shares
    Change vs previous 13F +47,407 shares

    0.27% of the 13F portfolio, value $13,669,902.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 122,871 shares
    Change vs previous 13F +17,772 shares

    0.23% of the 13F portfolio, value $9,275,494.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 105,099 shares
    Change vs previous 13F +18,627 shares

    0.22% of the 13F portfolio, value $7,296,016.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 86,472 shares
    Change vs previous 13F +66,860 shares

    0.23% of the 13F portfolio, value $6,130,002.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 19,612 shares
    Change vs previous 13F -3,222 shares

    0.08% of the 13F portfolio, value $1,405,994.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 22,834 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,930,154.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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