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Avitas Wealth Management LLC: NEE position timeline

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

Avitas Wealth Management LLC held 38,964 NEE shares at 2024-12-31 per its 13F-HR filed 2025-01-27.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 38,964 shares
    Change vs previous 13F +191 shares

    0.39% of the 13F portfolio, value $2,793,329.

    13F-HR 0001734565-25-000001 filed by Avitas Wealth 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 ended2024-09-30
    13F 38,773 shares
    Change vs previous 13F +485 shares

    0.46% of the 13F portfolio, value $3,277,482.

    13F-HR 0001734565-24-000007 filed by Avitas Wealth 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 ended2024-06-30
    13F 38,288 shares
    Change vs previous 13F +57 shares

    0.4% of the 13F portfolio, value $2,711,173.

    13F-HR 0001734565-24-000004 filed by Avitas Wealth 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 ended2024-03-31
    13F 38,231 shares
    Change vs previous 13F +388 shares

    0.37% of the 13F portfolio, value $2,443,343.

    13F-HR 0001734565-24-000003 filed by Avitas Wealth 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 ended2023-12-31
    13F 37,843 shares
    Change vs previous 13F +1,057 shares

    0.38% of the 13F portfolio, value $2,298,584.

    13F-HR 0001734565-24-000001 filed by Avitas Wealth 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 ended2023-09-30
    13F 36,786 shares
    Change vs previous 13F -30,749 shares

    0.4% of the 13F portfolio, value $2,107,470.

    13F-HR 0001734565-23-000005 filed by Avitas Wealth 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 ended2023-06-30
    13F 67,535 shares
    Change vs previous 13F +423 shares

    0.91% of the 13F portfolio, value $5,011,097.

    13F-HR 0001734565-23-000004 filed by Avitas Wealth 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 ended2023-03-31
    13F 67,112 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $5,172,993.

    13F-HR 0001734565-23-000003 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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