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Disclosery

Sowell Financial Services LLC: NEE position timeline

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

Sowell Financial Services LLC held 28,521 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,521 shares
    Change vs previous 13F -432 shares

    0.08% of the 13F portfolio, value $2,503,305.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 28,953 shares
    Change vs previous 13F -299 shares

    0.1% of the 13F portfolio, value $2,689,200.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 29,252 shares
    Change vs previous 13F -97 shares

    0.09% of the 13F portfolio, value $2,348,345.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 29,349 shares
    Change vs previous 13F -121 shares

    0.09% of the 13F portfolio, value $2,215,532.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 29,470 shares
    Change vs previous 13F -9,947 shares

    0.08% of the 13F portfolio, value $2,045,811.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 39,417 shares
    Change vs previous 13F +9,785 shares

    0.13% of the 13F portfolio, value $2,794,293.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services 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 29,632 shares
    Change vs previous 13F +6,849 shares

    0.11% of the 13F portfolio, value $2,124,331.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services 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 22,783 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,926,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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