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Lineweaver Wealth Advisors, LLC: NEE position timeline

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

Lineweaver Wealth Advisors, LLC held 55,468 NEE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 55,468 shares
    Change vs previous 13F +4,604 shares

    0.49% of the 13F portfolio, value $4,201,132.

    13F-HR 0001797873-26-000006 filed by Lineweaver Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 50,864 shares
    Change vs previous 13F +3,081 shares

    0.53% of the 13F portfolio, value $4,464,337.

    13F-HR 0001797873-26-000005 filed by Lineweaver Wealth 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 ended2026-03-31
    13F 47,783 shares
    Change vs previous 13F -3,332 shares

    0.6% of the 13F portfolio, value $4,438,110.

    13F-HR 0001797873-26-000002 filed by Lineweaver Wealth 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 ended2025-12-31
    13F 51,115 shares
    Change vs previous 13F +4,364 shares

    0.56% of the 13F portfolio, value $4,103,541.

    13F-HR 0001797873-26-000001 filed by Lineweaver Wealth 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 ended2025-09-30
    13F 46,751 shares
    Change vs previous 13F -1,287 shares

    0.52% of the 13F portfolio, value $3,529,238.

    13F-HR 0001085146-25-005908 filed by Lineweaver Wealth 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 ended2025-06-30
    13F 48,038 shares
    Change vs previous 13F +4,168 shares

    0.53% of the 13F portfolio, value $3,334,780.

    13F-HR 0001085146-25-003672 filed by Lineweaver Wealth 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 ended2025-03-31
    13F 43,870 shares
    Change vs previous 13F +49 shares

    0.53% of the 13F portfolio, value $3,110,128.

    13F-HR 0001085146-25-002551 filed by Lineweaver Wealth 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 ended2024-12-31
    13F 43,821 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $3,142,256.

    13F-HR 0001085146-25-000770 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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