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Valeo Financial Advisors, LLC: NEE position timeline

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

Valeo Financial Advisors, LLC held 28,715 NEE shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 28,715 shares
    Change vs previous 13F +2,428 shares

    0.05% of the 13F portfolio, value $2,174,847.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 26,287 shares
    Change vs previous 13F +865 shares

    0.05% of the 13F portfolio, value $2,307,190.

    13F-HR 0001722641-26-000004 filed by Valeo Financial 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 ended2026-03-31
    13F 25,422 shares
    Change vs previous 13F -13,000 shares

    0.06% of the 13F portfolio, value $2,361,241.

    13F-HR 0001722641-26-000003 filed by Valeo Financial 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 ended2025-12-31
    13F 38,422 shares
    Change vs previous 13F +1,355 shares

    0.07% of the 13F portfolio, value $3,084,538.

    13F-HR 0001722641-26-000001 filed by Valeo Financial 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 ended2025-09-30
    13F 37,067 shares
    Change vs previous 13F -1,139 shares

    0.06% of the 13F portfolio, value $2,798,195.

    13F-HR 0001722641-25-000007 filed by Valeo Financial 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 ended2025-06-30
    13F/A 38,206 shares
    Change vs previous 13F +4,744 shares

    0.07% of the 13F portfolio, value $2,652,272.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial 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 ended2025-03-31
    13F 33,462 shares
    Change vs previous 13F +5,221 shares

    0.07% of the 13F portfolio, value $2,371,936.

    13F-HR 0001722641-25-000002 filed by Valeo Financial 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 ended2024-12-31
    13F 28,241 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,024,571.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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