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Financial & Tax Architects, LLC: NEE position timeline

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

Financial & Tax Architects, LLC held 85,355 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,355 shares
    Change vs previous 13F -1,934 shares

    1.58% of the 13F portfolio, value $7,491,650.

    13F-HR 0001758543-26-000004 filed by Financial & Tax Architects, 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 87,289 shares
    Change vs previous 13F -7,024 shares

    1.81% of the 13F portfolio, value $8,107,375.

    13F-HR 0001758543-26-000003 filed by Financial & Tax Architects, 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 94,313 shares
    Change vs previous 13F -7,182 shares

    1.7% of the 13F portfolio, value $7,571,464.

    13F-HR 0001758543-26-000001 filed by Financial & Tax Architects, 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 101,495 shares
    Change vs previous 13F +6,072 shares

    1.69% of the 13F portfolio, value $7,661,880.

    13F-HR 0001758543-25-000002 filed by Financial & Tax Architects, 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 95,423 shares
    Change vs previous 13F +5,016 shares

    1.61% of the 13F portfolio, value $6,624,299.

    13F-HR 0001214659-25-012000 filed by Financial & Tax Architects, 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 90,407 shares
    Change vs previous 13F +5,283 shares

    1.61% of the 13F portfolio, value $6,408,980.

    13F-HR 0001214659-25-007031 filed by Financial & Tax Architects, 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 85,124 shares
    Change vs previous 13F +4,786 shares

    1.55% of the 13F portfolio, value $6,102,522.

    13F-HR 0001214659-25-000660 filed by Financial & Tax Architects, 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 80,338 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $6,791,008.

    13F-HR 0001214659-24-018843 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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