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Disclosery

Souders Financial Advisors: NEE position timeline

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

Souders Financial Advisors held 23,388 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,388 shares
    Change vs previous 13F +70 shares

    0.21% of the 13F portfolio, value $2,052,745.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 23,318 shares
    Change vs previous 13F +312 shares

    0.25% of the 13F portfolio, value $2,165,816.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 23,006 shares
    Change vs previous 13F +713 shares

    0.21% of the 13F portfolio, value $1,846,931.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 22,293 shares
    Change vs previous 13F +577 shares

    0.2% of the 13F portfolio, value $1,682,883.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 21,716 shares
    Change vs previous 13F -443 shares

    0.19% of the 13F portfolio, value $1,507,554.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 22,159 shares
    Change vs previous 13F +298 shares

    0.22% of the 13F portfolio, value $1,570,857.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 21,861 shares
    Change vs previous 13F -538 shares

    0.22% of the 13F portfolio, value $1,567,207.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    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 22,399 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,893,412.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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