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AVANTAX ADVISORY SERVICES, INC.: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on NEE, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 170,382 NEE shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 170,382 shares
    Change vs previous 13F +20,403 shares

    0.06% of the 13F portfolio, value $11,827,894.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 149,979 shares
    Change vs previous 13F +14,647 shares

    0.06% of the 13F portfolio, value $10,632,006.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 135,332 shares
    Change vs previous 13F -4,529 shares

    0.06% of the 13F portfolio, value $9,701,916.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 139,861 shares
    Change vs previous 13F -4,089 shares

    0.08% of the 13F portfolio, value $11,822,460.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 143,950 shares
    Change vs previous 13F +73,651 shares

    0.07% of the 13F portfolio, value $10,193,071.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 70,299 shares
    Change vs previous 13F +7,174 shares

    0.04% of the 13F portfolio, value $4,492,779.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 63,125 shares
    Change vs previous 13F -2,051 shares

    0.04% of the 13F portfolio, value $3,834,199.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 65,176 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,733,939.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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