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Disclosery

Avalon Investment & Advisory: NEE position timeline

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

Avalon Investment & Advisory held 11,055 NEE shares at 2023-03-31 per its 13F-HR filed 2023-05-15.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 11,055 shares
    Change vs previous 13F -1,911 shares

    0.02% of the 13F portfolio, value $852,128.

    13F-HR 0001221362-23-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-12-31
    13F 12,966 shares
    Change vs previous 13F +501 shares

    0.03% of the 13F portfolio, value $1,084,000.

    13F-HR 0001221362-23-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-09-30
    13F 12,465 shares
    Change vs previous 13F -420 shares

    0.03% of the 13F portfolio, value $977,000.

    13F-HR 0001221362-22-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-06-30
    13F 12,885 shares
    Change vs previous 13F +900 shares

    0.03% of the 13F portfolio, value $998,000.

    13F-HR 0001221362-22-000003 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-03-31
    13F 11,985 shares
    Change vs previous 13F +2,940 shares

    0.02% of the 13F portfolio, value $1,015,000.

    13F-HR 0001221362-22-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-12-31
    13F 9,045 shares
    Change vs previous 13F -1,172 shares

    0.02% of the 13F portfolio, value $844,000.

    13F-HR 0001420506-22-000430 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-09-30
    13F 10,217 shares
    Change vs previous 13F +143 shares

    0.02% of the 13F portfolio, value $802,000.

    13F-HR 0001171520-21-000475 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-06-30
    13F 10,074 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $738,000.

    13F-HR 0001221362-21-000008 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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