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Polaris Wealth Advisory Group, LLC: NEE position timeline

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

Polaris Wealth Advisory Group, LLC held 463,870 NEE shares at 2023-09-30 per its 13F-HR filed 2023-10-11.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 463,870 shares
    Change vs previous 13F +22,057 shares

    2.02% of the 13F portfolio, value $26,575,135.

    13F-HR 0001544576-23-000006 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-06-30
    13F 441,813 shares
    Change vs previous 13F +73,714 shares

    2.49% of the 13F portfolio, value $32,782,531.

    13F-HR 0001582968-23-000007 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 368,099 shares
    Change vs previous 13F +310,441 shares

    2.09% of the 13F portfolio, value $28,373,047.

    13F-HR 0001582968-23-000005 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 57,658 shares
    Change vs previous 13F -2,955 shares

    0.37% of the 13F portfolio, value $4,900,933.

    13F-HR 0001582968-23-000001 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 60,613 shares
    Change vs previous 13F +60,613 shares

    0.39% of the 13F portfolio, value $4,651,000.

    13F-HR 0001582968-22-000002 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-06-30
    13F 0 shares
    Change vs previous 13F -11,312 shares

    13F-HR 0001582968-22-000001 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2022-03-31
    13F 11,312 shares
    Change vs previous 13F +2,539 shares

    0.07% of the 13F portfolio, value $985,000.

    13F-HR 0001104659-22-047179 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-12-31
    13F 8,773 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $819,000.

    13F-HR 0001104659-22-007802 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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