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Diversify Advisory Services, LLC: NEE position timeline

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

Diversify Advisory Services, LLC held 192,150 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 192,150 shares
    Change vs previous 13F +115,540 shares

    0.14% of the 13F portfolio, value $17,068,636.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 96,075 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 96,075 shares

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

  2. period ended2026-03-31
    13F 76,610 shares
    Change vs previous 13F +56,647 shares

    0.12% of the 13F portfolio, value $7,214,325.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 2,172 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 74,438 shares

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

  3. period ended2025-12-31
    13F 19,963 shares
    Change vs previous 13F +1,475 shares

    0.03% of the 13F portfolio, value $1,658,761.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 14,558 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,405 shares

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

  4. period ended2025-09-30
    13F 18,488 shares
    Change vs previous 13F -159 shares

    0.03% of the 13F portfolio, value $1,511,973.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 13,763 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,725 shares

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

  5. period ended2025-06-30
    13F 18,647 shares
    Change vs previous 13F +3,720 shares

    0.03% of the 13F portfolio, value $1,339,948.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 13,870 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,777 shares

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

  6. period ended2025-03-31
    13F 14,927 shares
    Change vs previous 13F -2,810 shares

    0.03% of the 13F portfolio, value $1,003,893.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 9,610 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,317 shares

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

  7. period ended2024-12-31
    13F 17,737 shares
    Change vs previous 13F +1,183 shares

    0.04% of the 13F portfolio, value $1,195,172.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 12,425 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,312 shares

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

  8. period ended2024-09-30
    13F 16,554 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,390,463.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 12,659 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,895 shares

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