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Waverly Advisors, LLC: NEE position timeline

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

Waverly Advisors, LLC held 193,331 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 193,331 shares
    Change vs previous 13F +6,528 shares

    0.1% of the 13F portfolio, value $16,968,619.

    13F-HR 0001398344-26-014582 filed by Waverly 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 186,803 shares
    Change vs previous 13F +15,400 shares

    0.13% of the 13F portfolio, value $17,350,228.

    13F-HR 0001398344-26-009223 filed by Waverly 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 171,403 shares
    Change vs previous 13F +97,279 shares

    0.11% of the 13F portfolio, value $13,760,269.

    13F-HR 0001398344-26-003224 filed by Waverly 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 74,124 shares
    Change vs previous 13F +5,604 shares

    0.06% of the 13F portfolio, value $5,595,639.

    13F-HR 0001398344-25-020944 filed by Waverly 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 68,520 shares
    Change vs previous 13F +3,471 shares

    0.05% of the 13F portfolio, value $4,756,628.

    13F-HR 0001398344-25-015429 filed by Waverly 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 65,049 shares
    Change vs previous 13F +17,452 shares

    0.06% of the 13F portfolio, value $4,611,328.

    13F-HR 0001398344-25-009517 filed by Waverly 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 47,597 shares
    Change vs previous 13F +9,136 shares

    0.05% of the 13F portfolio, value $3,412,233.

    13F-HR 0001398344-25-002762 filed by Waverly 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 ended2024-09-30
    13F 38,461 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,251,104.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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