OXFORD FINANCIAL GROUP, LTD. LLC: NEE position timeline

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

OXFORD FINANCIAL GROUP, LTD. LLC held 16,496 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

period ended2026-06-30
13F 16,496 shares
Change vs previous 13F +200 shares
0.07% of the 13F portfolio, value $1,447,854.
13F-HR 0001398344-26-014028 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 16,296 shares
Change vs previous 13F +2,397 shares
0.08% of the 13F portfolio, value $1,513,572.
13F-HR 0001398344-26-008494 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 13,899 shares
Change vs previous 13F +437 shares
0.06% of the 13F portfolio, value $1,115,812.
13F-HR 0001398344-26-003025 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 13,462 shares
Change vs previous 13F +370 shares
0.06% of the 13F portfolio, value $1,016,246.
13F-HR 0001398344-25-020854 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 13,092 shares
Change vs previous 13F -1,122 shares
0.05% of the 13F portfolio, value $908,847.
13F-HR 0001398344-25-015547 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 14,214 shares
Change vs previous 13F +115 shares
0.07% of the 13F portfolio, value $1,007,630.
13F-HR 0001398344-25-009589 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 14,099 shares
Change vs previous 13F -474 shares
0.07% of the 13F portfolio, value $1,010,757.
13F-HR 0001398344-25-002405 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 14,573 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $1,231,856.
13F-HR 0001398344-24-020512 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).