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Disclosery

Autus Asset Management, LLC: NEE position timeline

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

Autus Asset Management, LLC held 80,259 NEE shares at 2022-12-31 per its 13F-HR filed 2023-01-24.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 80,259 shares
    Change vs previous 13F +499 shares

    1.21% of the 13F portfolio, value $6,709,728.

    13F-HR 0001085146-23-000307 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-09-30
    13F 79,760 shares
    Change vs previous 13F +1,424 shares

    1.2% of the 13F portfolio, value $6,254,000.

    13F-HR 0001085146-22-003376 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-06-30
    13F 78,336 shares
    Change vs previous 13F +2,209 shares

    1.08% of the 13F portfolio, value $6,068,000.

    13F-HR 0001085146-22-002526 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-03-31
    13F 76,127 shares
    Change vs previous 13F -16,505 shares

    0.97% of the 13F portfolio, value $6,448,000.

    13F-HR 0001085146-22-001376 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-12-31
    13F 92,632 shares
    Change vs previous 13F +767 shares

    0.87% of the 13F portfolio, value $8,648,000.

    13F-HR 0001085146-22-000113 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-09-30
    13F 91,865 shares
    Change vs previous 13F +3,190 shares

    0.79% of the 13F portfolio, value $7,213,000.

    13F-HR 0001085146-21-002816 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-06-30
    13F 88,675 shares
    Change vs previous 13F +4,496 shares

    0.71% of the 13F portfolio, value $6,499,000.

    13F-HR 0001085146-21-002008 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-03-31
    13F 84,179 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $6,365,000.

    13F-HR 0001085146-21-001191 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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