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Visionary Wealth Advisors: NEE position timeline

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

Visionary Wealth Advisors held 113,533 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 113,533 shares
    Change vs previous 13F +3,391 shares

    0.39% of the 13F portfolio, value $9,964,762.

    13F-HR 0001802984-26-000005 filed by Visionary Wealth 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 110,142 shares
    Change vs previous 13F -4,133 shares

    0.45% of the 13F portfolio, value $10,230,029.

    13F-HR 0001802984-26-000004 filed by Visionary Wealth 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 114,275 shares
    Change vs previous 13F -1,051 shares

    0.41% of the 13F portfolio, value $9,173,974.

    13F-HR 0001802984-26-000001 filed by Visionary Wealth 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 115,326 shares
    Change vs previous 13F +1,240 shares

    0.41% of the 13F portfolio, value $8,705,935.

    13F-HR 0001802984-25-000008 filed by Visionary Wealth 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 114,086 shares
    Change vs previous 13F +5,836 shares

    0.4% of the 13F portfolio, value $7,919,869.

    13F-HR 0001802984-25-000006 filed by Visionary Wealth 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 108,250 shares
    Change vs previous 13F +6,238 shares

    0.46% of the 13F portfolio, value $7,673,825.

    13F-HR 0001802984-25-000005 filed by Visionary Wealth 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 102,012 shares
    Change vs previous 13F +696 shares

    0.43% of the 13F portfolio, value $7,313,245.

    13F-HR 0001802984-25-000002 filed by Visionary Wealth 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 101,316 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $8,564,253.

    13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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