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Disclosery

Savvy Advisors, Inc.: NEE position timeline

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

Savvy Advisors, Inc. held 45,549 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 45,549 shares
    Change vs previous 13F -1,487 shares

    0.09% of the 13F portfolio, value $3,997,792.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 47,036 shares
    Change vs previous 13F +9,674 shares

    0.12% of the 13F portfolio, value $4,368,678.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    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 37,362 shares
    Change vs previous 13F +21,600 shares

    0.1% of the 13F portfolio, value $2,999,430.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    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 15,762 shares
    Change vs previous 13F +356 shares

    0.05% of the 13F portfolio, value $1,189,841.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    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 15,406 shares
    Change vs previous 13F +1,487 shares

    0.07% of the 13F portfolio, value $1,069,483.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    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 13,919 shares
    Change vs previous 13F +1,909 shares

    0.1% of the 13F portfolio, value $986,704.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    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 12,010 shares
    Change vs previous 13F +2,302 shares

    0.1% of the 13F portfolio, value $860,999.

    13F-HR 0002003633-25-000002 filed by Savvy Advisors, Inc.
    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 9,708 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $820,617.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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