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UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC on NEE, newest first. How the timeline and the estimate are built.

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC held 3,953 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,953 shares
    Change vs previous 13F -66 shares

    0.2% of the 13F portfolio, value $339,602.

    13F-HR 0002011649-26-000003 filed by UP STRATEGIC WEALTH INVESTMENT 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 4,019 shares
    Change vs previous 13F +66 shares

    0.24% of the 13F portfolio, value $375,053.

    13F-HR 0002011649-26-000002 filed by UP STRATEGIC WEALTH INVESTMENT 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 3,953 shares
    Change vs previous 13F +1,077 shares

    0.26% of the 13F portfolio, value $353,675.

    13F-HR 0002011649-26-000001 filed by UP STRATEGIC WEALTH INVESTMENT 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 2,876 shares
    Change vs previous 13F -1,324 shares

    0.18% of the 13F portfolio, value $246,732.

    13F-HR 0002011649-25-000008 filed by UP STRATEGIC WEALTH INVESTMENT 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 4,200 shares
    Change vs previous 13F -300 shares

    0.23% of the 13F portfolio, value $291,564.

    13F-HR 0002011649-25-000005 filed by UP STRATEGIC WEALTH INVESTMENT 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 4,500 shares
    Change vs previous 13F +4,500 shares

    0.28% of the 13F portfolio, value $319,005.

    13F-HR 0002011649-25-000004 filed by UP STRATEGIC WEALTH INVESTMENT 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 0 shares
    Change vs previous 13F -3,341 shares

    13F-HR 0002011649-25-000003 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 3,341 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $282,415.

    13F-HR 0002011649-24-000005 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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