Skip to content
Disclosery

Alteri Wealth LLC: NEE position timeline

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

Alteri Wealth LLC held 5,438 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,438 shares
    Change vs previous 13F +222 shares

    0.13% of the 13F portfolio, value $477,287.

    13F-HR 0001765380-26-000232 filed by Alteri Wealth 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 5,216 shares
    Change vs previous 13F +39 shares

    0.16% of the 13F portfolio, value $484,508.

    13F-HR 0001765380-26-000172 filed by Alteri Wealth 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 5,177 shares
    Change vs previous 13F +478 shares

    0.13% of the 13F portfolio, value $415,625.

    13F-HR 0001765380-26-000101 filed by Alteri Wealth 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 4,699 shares
    Change vs previous 13F -700 shares

    0.12% of the 13F portfolio, value $354,763.

    13F-HR 0001765380-25-000456 filed by Alteri Wealth 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 5,399 shares
    Change vs previous 13F -1,700 shares

    0.15% of the 13F portfolio, value $374,826.

    13F-HR 0001765380-25-000322 filed by Alteri Wealth 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 7,099 shares
    Change vs previous 13F -555 shares

    0.22% of the 13F portfolio, value $503,247.

    13F-HR 0001765380-25-000184 filed by Alteri Wealth 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 7,654 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $548,689.

    13F-HR 0001765380-25-000115 filed by Alteri Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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