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Disclosery

J.W. COLE ADVISORS, INC.: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.W. COLE ADVISORS, INC. on NEE, newest first. How the timeline and the estimate are built.

J.W. COLE ADVISORS, INC. held 156,107 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 156,107 shares
    Change vs previous 13F -1,724 shares

    0.24% of the 13F portfolio, value $13,701,547.

    13F-HR 0001404763-26-000005 filed by J.W. COLE ADVISORS, INC.
    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 157,831 shares
    Change vs previous 13F +7,788 shares

    0.5% of the 13F portfolio, value $14,659,296.

    13F-HR 0001404763-26-000003 filed by J.W. COLE 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 ended2025-12-31
    13F 150,043 shares
    Change vs previous 13F -8,207 shares

    0.27% of the 13F portfolio, value $11,311,930.

    13F-HR 0001404763-26-000001 filed by J.W. COLE 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 ended2025-09-30
    13F 158,250 shares
    Change vs previous 13F -8,321 shares

    0.23% of the 13F portfolio, value $11,946,258.

    13F-HR 0001404763-25-000002 filed by J.W. COLE 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 ended2025-06-30
    13F 166,571 shares
    Change vs previous 13F +4,908 shares

    0.25% of the 13F portfolio, value $11,563,333.

    13F-HR 0001085146-25-004914 filed by J.W. COLE 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 ended2025-03-31
    13F 161,663 shares
    Change vs previous 13F +111,313 shares

    0.36% of the 13F portfolio, value $11,460,258.

    13F-HR 0001376474-25-000429 filed by J.W. COLE 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 ended2024-12-31
    13F 50,350 shares
    Change vs previous 13F +891 shares

    0.15% of the 13F portfolio, value $3,609,555.

    13F-HR 0001172661-25-000434 filed by J.W. COLE 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 ended2024-09-30
    13F 49,459 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,180,767.

    13F-HR 0001172661-24-004355 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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