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B. Riley Wealth Advisors, Inc.: NEE position timeline

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

B. Riley Wealth Advisors, Inc. held 22,261 NEE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 22,261 shares
    Change vs previous 13F +6,929 shares

    0.07% of the 13F portfolio, value $1,686,059.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,332 shares
    Change vs previous 13F +1,320 shares

    0.07% of the 13F portfolio, value $1,359,305.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 14,012 shares
    Change vs previous 13F -5,056 shares

    0.08% of the 13F portfolio, value $1,289,774.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 19,068 shares
    Change vs previous 13F +124 shares

    0.07% of the 13F portfolio, value $1,530,760.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 18,944 shares
    Change vs previous 13F -2,368 shares

    0.07% of the 13F portfolio, value $1,430,054.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 21,312 shares
    Change vs previous 13F -69,185 shares

    0.07% of the 13F portfolio, value $1,479,479.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 90,497 shares
    Change vs previous 13F +20,153 shares

    0.19% of the 13F portfolio, value $6,415,312.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 70,344 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,042,957.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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