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Disclosery

Clearstead Advisors, LLC: NEE position timeline

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

Clearstead Advisors, LLC held 108,035 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,035 shares
    Change vs previous 13F -12,490 shares

    0.09% of the 13F portfolio, value $9,482,241.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 120,525 shares
    Change vs previous 13F +18,525 shares

    0.1% of the 13F portfolio, value $11,194,373.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 102,000 shares
    Change vs previous 13F +2,736 shares

    0.1% of the 13F portfolio, value $8,188,596.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 99,264 shares
    Change vs previous 13F +7,284 shares

    0.11% of the 13F portfolio, value $7,493,434.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 91,980 shares
    Change vs previous 13F +4,540 shares

    0.09% of the 13F portfolio, value $6,385,288.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 87,440 shares
    Change vs previous 13F +244 shares

    0.1% of the 13F portfolio, value $6,198,620.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 87,196 shares
    Change vs previous 13F -518 shares

    0.1% of the 13F portfolio, value $6,251,113.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 87,714 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $7,414,458.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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