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Disclosery

Asset Management Advisors, LLC: NEE position timeline

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

Asset Management Advisors, LLC held 115,311 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,311 shares
    Change vs previous 13F -180 shares

    5.6% of the 13F portfolio, value $10,120,846.

    13F-HR 0001596355-26-000003 filed by Asset Management 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 115,491 shares
    Change vs previous 13F +50 shares

    6.49% of the 13F portfolio, value $10,726,804.

    13F-HR 0001596355-26-000002 filed by Asset Management 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 115,441 shares
    Change vs previous 13F -280 shares

    5.61% of the 13F portfolio, value $9,267,603.

    13F-HR 0001596355-26-000001 filed by Asset Management 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 115,721 shares
    Change vs previous 13F -645 shares

    5.33% of the 13F portfolio, value $8,735,778.

    13F-HR 0001596355-25-000006 filed by Asset Management 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 116,366 shares
    Change vs previous 13F 0 shares

    5.42% of the 13F portfolio, value $8,078,128.

    13F-HR 0001596355-25-000003 filed by Asset Management 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 116,366 shares
    Change vs previous 13F +1,050 shares

    5.62% of the 13F portfolio, value $8,249,186.

    13F-HR 0001596355-25-000002 filed by Asset Management 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 115,316 shares
    Change vs previous 13F +1,490 shares

    6.02% of the 13F portfolio, value $8,267,004.

    13F-HR 0001596355-25-000001 filed by Asset Management 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 113,826 shares
    Change vs previous 13F not available

    6.72% of the 13F portfolio, value $9,621,712.

    13F-HR 0001596355-24-000004 filed by Asset Management Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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