Skip to content
Disclosery

Foundations Investment Advisors, LLC: NEE position timeline

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

Foundations Investment Advisors, LLC held 39,939 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,939 shares
    Change vs previous 13F +17,268 shares

    0.04% of the 13F portfolio, value $3,505,447.

    13F-HR 0001743404-26-000008 filed by Foundations Investment 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 22,671 shares
    Change vs previous 13F +2,109 shares

    0.03% of the 13F portfolio, value $2,105,722.

    13F-HR 0001743404-26-000005 filed by Foundations Investment 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 20,562 shares
    Change vs previous 13F -501 shares

    0.02% of the 13F portfolio, value $1,650,735.

    13F-HR 0001085146-26-000181 filed by Foundations Investment 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 21,063 shares
    Change vs previous 13F +3,568 shares

    0.02% of the 13F portfolio, value $1,590,060.

    13F-HR 0001743404-25-000008 filed by Foundations Investment 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 17,495 shares
    Change vs previous 13F +5,836 shares

    0.02% of the 13F portfolio, value $1,214,471.

    13F-HR 0001085146-25-004733 filed by Foundations Investment 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 11,659 shares
    Change vs previous 13F -5,290 shares

    0.02% of the 13F portfolio, value $826,529.

    13F-HR 0001085146-25-002684 filed by Foundations Investment 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 16,949 shares
    Change vs previous 13F +9,632 shares

    0.02% of the 13F portfolio, value $1,215,069.

    13F-HR 0001085146-25-000406 filed by Foundations Investment 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 7,317 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $618,520.

    13F-HR 0001085146-24-005039 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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