Skip to content
Disclosery

MATRIX ASSET ADVISORS INC/NY: NEE position timeline

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

MATRIX ASSET ADVISORS INC/NY held 261,183 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 261,183 shares
    Change vs previous 13F +23,694 shares

    1.63% of the 13F portfolio, value $19,781,972.

    13F-HR 0001172661-26-004502 filed by MATRIX ASSET ADVISORS INC/NY
    Accepted , ingested

  2. period ended2026-06-30
    13F 237,489 shares
    Change vs previous 13F -27,223 shares

    1.69% of the 13F portfolio, value $20,844,377.

    13F-HR 0001172661-26-002637 filed by MATRIX ASSET ADVISORS INC/NY
    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 264,712 shares
    Change vs previous 13F -3,145 shares

    2.26% of the 13F portfolio, value $24,586,416.

    13F-HR 0001172661-26-001524 filed by MATRIX ASSET ADVISORS INC/NY
    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 267,857 shares
    Change vs previous 13F -3,853 shares

    1.93% of the 13F portfolio, value $21,503,530.

    13F-HR 0001172661-26-000208 filed by MATRIX ASSET ADVISORS INC/NY
    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 271,710 shares
    Change vs previous 13F +5,657 shares

    1.9% of the 13F portfolio, value $20,511,360.

    13F-HR 0001172661-25-004282 filed by MATRIX ASSET ADVISORS INC/NY
    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/A 266,053 shares
    Change vs previous 13F +11,430 shares

    1.87% of the 13F portfolio, value $18,469,425.

    13F-HR/A 0001172661-25-003115 filed by MATRIX ASSET ADVISORS INC/NY
    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 254,623 shares
    Change vs previous 13F +22,308 shares

    1.99% of the 13F portfolio, value $18,050,224.

    13F-HR 0001172661-25-001530 filed by MATRIX ASSET ADVISORS INC/NY
    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 232,315 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $16,654,662.

    13F-HR 0001172661-25-000313 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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