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Orion Portfolio Solutions, LLC: NEE position timeline

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

Orion Portfolio Solutions, LLC held 117,476 NEE shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F/A 117,476 shares
    Change vs previous 13F +15,569 shares

    0.08% of the 13F portfolio, value $8,327,877.

    13F-HR/A 0001580642-25-003122 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 101,907 shares
    Change vs previous 13F -8,622 shares

    0.07% of the 13F portfolio, value $7,305,734.

    13F-HR 0001580642-25-000963 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 110,529 shares
    Change vs previous 13F -9,161 shares

    0.09% of the 13F portfolio, value $9,343,026.

    13F-HR 0001580642-24-006993 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 119,690 shares
    Change vs previous 13F +4,559 shares

    0.09% of the 13F portfolio, value $8,475,241.

    13F-HR 0001580642-24-004489 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 115,131 shares
    Change vs previous 13F +29,189 shares

    0.08% of the 13F portfolio, value $7,358,015.

    13F-HR 0001580642-24-002627 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 85,942 shares
    Change vs previous 13F -26,708 shares

    0.06% of the 13F portfolio, value $5,407,473.

    13F-HR 0001580642-24-000908 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 112,650 shares
    Change vs previous 13F +19,773 shares

    0.08% of the 13F portfolio, value $6,453,695.

    13F-HR 0001580642-23-005895 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F/A 92,877 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,891,470.

    13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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