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Brown Financial Advisors: NEE position timeline

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

Brown Financial Advisors held 13,945 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,945 shares
    Change vs previous 13F +2,448 shares

    0.43% of the 13F portfolio, value $1,223,953.

    13F-HR 0002035548-26-000006 filed by Brown Financial 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 11,497 shares
    Change vs previous 13F -2,089 shares

    0.4% of the 13F portfolio, value $1,067,841.

    13F-HR 0002035548-26-000002 filed by Brown Financial 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 13,586 shares
    Change vs previous 13F -6,680 shares

    0.4% of the 13F portfolio, value $1,090,684.

    13F-HR 0002035548-26-000001 filed by Brown Financial 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 20,266 shares
    Change vs previous 13F +10 shares

    0.57% of the 13F portfolio, value $1,529,880.

    13F-HR 0002035548-25-000005 filed by Brown Financial 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 20,256 shares
    Change vs previous 13F +440 shares

    0.55% of the 13F portfolio, value $1,406,172.

    13F-HR 0002035548-25-000003 filed by Brown Financial 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 19,816 shares
    Change vs previous 13F +2,258 shares

    0.58% of the 13F portfolio, value $1,404,756.

    13F-HR 0002035548-25-000002 filed by Brown Financial 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 17,558 shares
    Change vs previous 13F +1,554 shares

    0.51% of the 13F portfolio, value $1,258,733.

    13F-HR 0002035548-25-000001 filed by Brown Financial 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 16,004 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,352,818.

    13F-HR 0002035548-24-000003 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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