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SAX WEALTH ADVISORS, LLC: NEE position timeline

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

SAX WEALTH ADVISORS, LLC held 29,326 NEE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 29,326 shares
    Change vs previous 13F +2,929 shares

    0.06% of the 13F portfolio, value $2,221,137.

    13F-HR 0001846150-26-000011 filed by SAX WEALTH ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 26,397 shares
    Change vs previous 13F +5,270 shares

    0.1% of the 13F portfolio, value $2,451,719.

    13F-HR 0001846150-26-000007 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 21,127 shares
    Change vs previous 13F -473 shares

    0.08% of the 13F portfolio, value $1,696,062.

    13F-HR 0001846150-26-000005 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 21,600 shares
    Change vs previous 13F +2,220 shares

    0.08% of the 13F portfolio, value $1,734,035.

    13F-HR 0001846150-26-000002 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 19,380 shares
    Change vs previous 13F +118 shares

    0.08% of the 13F portfolio, value $1,462,995.

    13F-HR 0001846150-25-000011 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 19,262 shares
    Change vs previous 13F +2,480 shares

    0.08% of the 13F portfolio, value $1,337,178.

    13F-HR 0001846150-25-000007 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 16,782 shares
    Change vs previous 13F +12,054 shares

    0.09% of the 13F portfolio, value $1,189,653.

    13F-HR 0001846150-25-000004 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,728 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $338,941.

    13F-HR 0001725547-25-000117 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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