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Phoenix Wealth Advisors: NEE position timeline

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

Phoenix Wealth Advisors held 22,075 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,075 shares
    Change vs previous 13F -435 shares

    0.65% of the 13F portfolio, value $1,937,545.

    13F-HR 0001842362-26-000005 filed by Phoenix Wealth Advisors
    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 22,510 shares
    Change vs previous 13F -1,035 shares

    0.83% of the 13F portfolio, value $2,090,692.

    13F-HR 0001842362-26-000003 filed by Phoenix Wealth Advisors
    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 23,545 shares
    Change vs previous 13F -336 shares

    0.73% of the 13F portfolio, value $1,890,215.

    13F-HR 0001842362-26-000001 filed by Phoenix Wealth Advisors
    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 23,881 shares
    Change vs previous 13F -524 shares

    0.69% of the 13F portfolio, value $1,802,769.

    13F-HR 0001842362-25-000007 filed by Phoenix Wealth Advisors
    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 24,405 shares
    Change vs previous 13F -372 shares

    0.71% of the 13F portfolio, value $1,694,209.

    13F-HR 0001842362-25-000004 filed by Phoenix Wealth Advisors
    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 24,777 shares
    Change vs previous 13F +539 shares

    0.77% of the 13F portfolio, value $1,756,414.

    13F-HR 0001842362-25-000003 filed by Phoenix Wealth Advisors
    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 24,238 shares
    Change vs previous 13F -22 shares

    0.75% of the 13F portfolio, value $1,737,622.

    13F-HR 0001842362-25-000001 filed by Phoenix Wealth Advisors
    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 24,260 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $2,050,698.

    13F-HR 0001842362-24-000005 filed by Phoenix Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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