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Disclosery

ACG Wealth: NEE position timeline

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

ACG Wealth held 4,270 NEE shares at 2022-09-30 per its 13F-HR filed 2022-11-03.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 4,270 shares
    Change vs previous 13F +116 shares

    0.08% of the 13F portfolio, value $335,000.

    13F-HR 0001569071-22-000004 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 4,154 shares
    Change vs previous 13F +623 shares

    0.07% of the 13F portfolio, value $322,000.

    13F-HR 0001569071-22-000003 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 3,531 shares
    Change vs previous 13F -2,884 shares

    0.06% of the 13F portfolio, value $299,000.

    13F-HR 0001569071-22-000002 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 6,415 shares
    Change vs previous 13F +2,807 shares

    0.09% of the 13F portfolio, value $599,000.

    13F-HR 0001569071-22-000001 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 3,608 shares
    Change vs previous 13F -95 shares

    0.04% of the 13F portfolio, value $283,000.

    13F-HR 0001569071-21-000006 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 3,703 shares
    Change vs previous 13F -3,030 shares

    0.03% of the 13F portfolio, value $271,000.

    13F-HR 0001569071-21-000005 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 6,733 shares
    Change vs previous 13F +221 shares

    0.07% of the 13F portfolio, value $509,000.

    13F-HR 0001569071-21-000003 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 6,512 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $502,000.

    13F-HR 0001569071-21-000001 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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