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Steward Partners Investment Advisory, LLC: NEE position timeline

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

Steward Partners Investment Advisory, LLC held 568,426 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 568,426 shares
    Change vs previous 13F +92,155 shares

    0.25% of the 13F portfolio, value $49,890,778.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 476,271 shares
    Change vs previous 13F +118,178 shares

    0.23% of the 13F portfolio, value $44,236,122.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 358,093 shares
    Change vs previous 13F +13,201 shares

    0.16% of the 13F portfolio, value $28,747,713.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 344,892 shares
    Change vs previous 13F -25,367 shares

    0.15% of the 13F portfolio, value $26,035,916.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 370,259 shares
    Change vs previous 13F -964 shares

    0.2% of the 13F portfolio, value $25,703,401.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 371,223 shares
    Change vs previous 13F +27,462 shares

    0.23% of the 13F portfolio, value $26,316,001.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 343,761 shares
    Change vs previous 13F -9,603 shares

    0.22% of the 13F portfolio, value $24,644,268.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 353,364 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $29,869,875.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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