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Disclosery

Bison Wealth, LLC: NEE position timeline

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

Bison Wealth, LLC held 12,514 NEE shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 12,514 shares
    Change vs previous 13F -12,098 shares

    0.2% of the 13F portfolio, value $897,122.

    13F-HR 0001172661-25-001285 filed by Bison Wealth, 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 24,612 shares
    Change vs previous 13F +1,038 shares

    0.33% of the 13F portfolio, value $2,080,520.

    13F-HR 0001172661-24-004465 filed by Bison Wealth, 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 23,574 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,506,646.

    13F-HR 0001172661-24-002986 filed by Bison Wealth, 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 23,574 shares
    Change vs previous 13F -1,290 shares

    0.25% of the 13F portfolio, value $1,506,646.

    13F-HR 0001172661-24-002121 filed by Bison Wealth, 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 24,864 shares
    Change vs previous 13F -4,274 shares

    0.27% of the 13F portfolio, value $1,510,269.

    13F-HR 0001172661-24-000384 filed by Bison Wealth, 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 29,138 shares
    Change vs previous 13F +6,441 shares

    0.32% of the 13F portfolio, value $1,669,338.

    13F-HR 0001172661-23-003718 filed by Bison Wealth, 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 22,697 shares
    Change vs previous 13F +4,338 shares

    0.31% of the 13F portfolio, value $1,684,091.

    13F-HR 0001172661-23-003169 filed by Bison Wealth, 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 18,359 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,397,094.

    13F-HR 0001172661-23-002097 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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