Skip to content
Disclosery

SOA Wealth Advisors, LLC.: NEE position timeline

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

SOA Wealth Advisors, LLC. held 20,663 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,663 shares
    Change vs previous 13F -701 shares

    0.31% of the 13F portfolio, value $1,813,602.

    13F-HR 0001376474-26-000503 filed by SOA Wealth 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 21,364 shares
    Change vs previous 13F -877 shares

    0.37% of the 13F portfolio, value $1,984,253.

    13F-HR 0001376474-26-000388 filed by SOA 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 ended2025-12-31
    13F 22,241 shares
    Change vs previous 13F -53 shares

    0.3% of the 13F portfolio, value $1,785,480.

    13F-HR 0001376474-26-000055 filed by SOA 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 ended2025-09-30
    13F 22,294 shares
    Change vs previous 13F -12 shares

    0.29% of the 13F portfolio, value $1,683,011.

    13F-HR 0001376474-25-000852 filed by SOA 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 ended2025-06-30
    13F 22,306 shares
    Change vs previous 13F +519 shares

    0.29% of the 13F portfolio, value $1,548,452.

    13F-HR 0001376474-25-000638 filed by SOA 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 ended2025-03-31
    13F 21,787 shares
    Change vs previous 13F -9 shares

    0.32% of the 13F portfolio, value $1,544,478.

    13F-HR 0001376474-25-000332 filed by SOA 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 ended2024-12-31
    13F/A 21,796 shares
    Change vs previous 13F +6 shares

    0.29% of the 13F portfolio, value $1,562,567.

    13F-HR/A 0001376474-25-000162 filed by SOA 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 ended2024-09-30
    13F/A 21,790 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,841,924.

    13F-HR/A 0001376474-24-000711 filed by SOA Wealth Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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