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Opal Wealth Advisors, LLC: NEE position timeline

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

Opal Wealth Advisors, LLC held 6,619 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,619 shares
    Change vs previous 13F -850 shares

    0.13% of the 13F portfolio, value $580,939.

    13F-HR 0001844201-26-000004 filed by Opal Wealth 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 7,469 shares
    Change vs previous 13F -461 shares

    0.16% of the 13F portfolio, value $693,718.

    13F-HR 0001844201-26-000003 filed by Opal 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 ended2025-12-31
    13F 7,930 shares
    Change vs previous 13F +112 shares

    0.17% of the 13F portfolio, value $636,656.

    13F-HR 0001844201-26-000002 filed by Opal 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 ended2025-09-30
    13F 7,818 shares
    Change vs previous 13F +149 shares

    0.16% of the 13F portfolio, value $590,168.

    13F-HR 0001844201-25-000006 filed by Opal 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 ended2025-06-30
    13F 7,669 shares
    Change vs previous 13F +1,649 shares

    0.15% of the 13F portfolio, value $532,374.

    13F-HR 0001844201-25-000004 filed by Opal 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 ended2025-03-31
    13F 6,020 shares
    Change vs previous 13F +168 shares

    0.13% of the 13F portfolio, value $426,764.

    13F-HR 0001847820-25-000005 filed by Opal 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 ended2024-12-31
    13F 5,852 shares
    Change vs previous 13F -142 shares

    0.13% of the 13F portfolio, value $419,501.

    13F-HR 0001844201-25-000001 filed by Opal 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 ended2024-09-30
    13F 5,994 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $506,707.

    13F-HR 0001844201-24-000007 filed by Opal Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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