Skip to content
Disclosery

NewEdge Advisors, LLC: NEE position timeline

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

NewEdge Advisors, LLC held 443,671 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 443,671 shares
    Change vs previous 13F +2,089 shares

    0.12% of the 13F portfolio, value $38,941,008.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 441,582 shares
    Change vs previous 13F -27,611 shares

    0.15% of the 13F portfolio, value $41,014,124.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 469,193 shares
    Change vs previous 13F +142,887 shares

    0.14% of the 13F portfolio, value $37,666,819.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 326,306 shares
    Change vs previous 13F -8,989 shares

    0.11% of the 13F portfolio, value $24,632,826.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 335,295 shares
    Change vs previous 13F -91,799 shares

    0.12% of the 13F portfolio, value $23,276,178.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 427,094 shares
    Change vs previous 13F +91,360 shares

    0.18% of the 13F portfolio, value $30,276,724.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 335,734 shares
    Change vs previous 13F +34,474 shares

    0.14% of the 13F portfolio, value $24,068,807.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 301,260 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $25,465,513.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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