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Disclosery

Altman Advisors, Inc.: NEE position timeline

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

Altman Advisors, Inc. held 0 NEE shares at 2025-09-30 per its 13F-HR/A filed 2025-11-13.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F/A 0 shares
    Change vs previous 13F -23,448 shares

    13F-HR/A 0001731671-25-000003 filed by Altman Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 23,448 shares
    Change vs previous 13F +576 shares

    0.7% of the 13F portfolio, value $1,713,081.

    13F-HR 0001085146-25-004680 filed by Altman Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 22,872 shares
    Change vs previous 13F +972 shares

    0.7% of the 13F portfolio, value $1,529,708.

    13F-HR 0001085146-25-002563 filed by Altman Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 21,900 shares
    Change vs previous 13F +376 shares

    0.67% of the 13F portfolio, value $1,570,031.

    13F-HR 0001085146-25-001263 filed by Altman Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 21,524 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,819,435.

    13F-HR 0001085146-24-005473 filed by Altman Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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