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Disclosery

VANTAGE WEALTH: NEE position timeline

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

VANTAGE WEALTH held 241,575 NEE shares at 2025-12-31 per its 13F-HR filed 2026-01-14.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 241,575 shares
    Change vs previous 13F -4,815 shares

    4.19% of the 13F portfolio, value $19,393,641.

    13F-HR 0001172661-26-000188 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 246,390 shares
    Change vs previous 13F -2,045 shares

    4.05% of the 13F portfolio, value $18,599,981.

    13F-HR 0001172661-25-004278 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 248,435 shares
    Change vs previous 13F +16,500 shares

    3.91% of the 13F portfolio, value $17,246,358.

    13F-HR 0001172661-25-002565 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 231,935 shares
    Change vs previous 13F +4,165 shares

    3.72% of the 13F portfolio, value $16,441,872.

    13F-HR 0001569174-25-000005 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 227,770 shares
    Change vs previous 13F +1,615 shares

    3.52% of the 13F portfolio, value $16,328,831.

    13F-HR 0001569174-25-000002 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 226,155 shares
    Change vs previous 13F -1,345 shares

    4.14% of the 13F portfolio, value $19,116,882.

    13F-HR 0001569174-24-000007 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 227,500 shares
    Change vs previous 13F -945 shares

    3.72% of the 13F portfolio, value $16,109,275.

    13F-HR 0001569174-24-000006 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 228,445 shares
    Change vs previous 13F not available

    3.41% of the 13F portfolio, value $14,599,920.

    13F-HR 0001569174-24-000005 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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