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Sequoia Financial Advisors, LLC: NEE position timeline

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

Sequoia Financial Advisors, LLC held 147,124 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 147,124 shares
    Change vs previous 13F +2,217 shares

    0.06% of the 13F portfolio, value $12,913,054.

    13F-HR 0001599900-26-000003 filed by Sequoia Financial Advisors, LLC
    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 144,907 shares
    Change vs previous 13F +11,844 shares

    0.08% of the 13F portfolio, value $13,459,022.

    13F-HR 0001599900-26-000002 filed by Sequoia Financial 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 ended2025-12-31
    13F 133,063 shares
    Change vs previous 13F +6,509 shares

    0.06% of the 13F portfolio, value $10,682,343.

    13F-HR 0001599900-26-000001 filed by Sequoia Financial 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 ended2025-09-30
    13F 126,554 shares
    Change vs previous 13F +29,657 shares

    0.06% of the 13F portfolio, value $9,553,596.

    13F-HR 0001599900-25-000004 filed by Sequoia Financial 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 ended2025-06-30
    13F/A 96,897 shares
    Change vs previous 13F +3,296 shares

    0.05% of the 13F portfolio, value $6,726,579.

    13F-HR 0001085146-25-004180 filed by Sequoia Financial 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 ended2025-03-31
    13F/A 93,601 shares
    Change vs previous 13F -48,992 shares

    0.05% of the 13F portfolio, value $6,635,342.

    13F-HR 0001085146-25-002275 filed by Sequoia Financial 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 ended2024-12-31
    13F/A 142,593 shares
    Change vs previous 13F -184,607 shares

    0.1% of the 13F portfolio, value $10,222,515.

    13F-HR/A 0001085146-25-004759 filed by Sequoia Financial 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 ended2024-09-30
    13F 327,200 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $27,658,188.

    13F-HR 0001085146-24-005038 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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