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Wealthspire Advisors, LLC: NEE position timeline

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

Wealthspire Advisors, LLC held 63,421 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,421 shares
    Change vs previous 13F +37,123 shares

    0.03% of the 13F portfolio, value $5,566,464.

    13F-HR 0001646247-26-000005 filed by Wealthspire 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 26,298 shares
    Change vs previous 13F -10,301 shares

    0.02% of the 13F portfolio, value $2,442,579.

    13F-HR 0001646247-26-000003 filed by Wealthspire 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 36,599 shares
    Change vs previous 13F +9,210 shares

    0.02% of the 13F portfolio, value $2,938,187.

    13F-HR 0001646247-26-000001 filed by Wealthspire 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 27,389 shares
    Change vs previous 13F -3,919 shares

    0.01% of the 13F portfolio, value $2,067,585.

    13F-HR 0001646247-25-000006 filed by Wealthspire 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 31,308 shares
    Change vs previous 13F -3,075 shares

    0.01% of the 13F portfolio, value $2,173,385.

    13F-HR 0001646247-25-000005 filed by Wealthspire 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 34,383 shares
    Change vs previous 13F -5,977 shares

    0.01% of the 13F portfolio, value $2,437,385.

    13F-HR 0001646247-25-000004 filed by Wealthspire 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 40,360 shares
    Change vs previous 13F -4,293 shares

    0.03% of the 13F portfolio, value $2,893,415.

    13F-HR 0001646247-25-000001 filed by Wealthspire 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 44,653 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,774,526.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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