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Kestra Advisory Services, LLC: NEE position timeline

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

Kestra Advisory Services, LLC held 740,832 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 740,832 shares
    Change vs previous 13F -47,387 shares

    0.14% of the 13F portfolio, value $65,022,896.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 278,369 shares
    • Kestra Advisory Services, LLC: 451,292 shares
    • Kestra Investment Management, LLC: 11,171 shares

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

  2. period ended2026-03-31
    13F 788,219 shares
    Change vs previous 13F -12,912 shares

    0.18% of the 13F portfolio, value $73,209,731.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 286,459 shares
    • Kestra Advisory Services, LLC: 490,873 shares
    • Kestra Investment Management, LLC: 10,887 shares

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

  3. period ended2025-12-31
    13F 801,131 shares
    Change vs previous 13F -46,061 shares

    0.18% of the 13F portfolio, value $64,314,838.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 282,804 shares
    • Kestra Advisory Services, LLC: 508,302 shares
    • Kestra Investment Management, LLC: 10,025 shares

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

  4. period ended2025-09-30
    13F 847,192 shares
    Change vs previous 13F +98,681 shares

    0.19% of the 13F portfolio, value $63,954,506.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 286,237 shares
    • Kestra Advisory Services, LLC: 551,480 shares
    • Kestra Investment Management, LLC: 9,475 shares

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

  5. period ended2025-06-30
    13F/A 748,511 shares
    Change vs previous 13F +10,422 shares

    0.17% of the 13F portfolio, value $51,961,638.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 270,921 shares
    • Kestra Advisory Services, LLC: 468,650 shares
    • Kestra Investment Management, LLC: 8,940 shares

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

  6. period ended2025-03-31
    13F/A 738,089 shares
    Change vs previous 13F -9,142 shares

    0.18% of the 13F portfolio, value $52,323,131.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 249,149 shares
    • Kestra Advisory Services, LLC: 476,822 shares
    • Kestra Investment Management, LLC: 12,118 shares

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

  7. period ended2024-12-31
    13F 747,231 shares
    Change vs previous 13F +72,954 shares

    0.2% of the 13F portfolio, value $53,568,990.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 234,728 shares
    • Kestra Advisory Services, LLC: 504,405 shares
    • Kestra Investment Management, LLC: 8,098 shares

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

  8. period ended2024-09-30
    13F 674,277 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $56,996,656.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 215,705 shares
    • Kestra Advisory Services, LLC: 450,404 shares
    • Kestra Investment Management, LLC: 8,168 shares

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