Skip to content
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 12,749 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,749 shares
    Change vs previous 13F -55 shares

    0.1% of the 13F portfolio, value $1,114,748.

    13F-HR 0001493152-26-032296 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 ended2026-03-31
    13F 12,804 shares
    Change vs previous 13F -1,000 shares

    0.12% of the 13F portfolio, value $1,214,413.

    13F-HR 0001493152-26-023586 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 ended2025-12-31
    13F 13,804 shares
    Change vs previous 13F +368 shares

    0.14% of the 13F portfolio, value $1,235,414.

    13F-HR 0001493152-26-012336 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 ended2025-09-30
    13F 13,436 shares
    Change vs previous 13F +1,937 shares

    0.1% of the 13F portfolio, value $1,098,789.

    13F-HR 0001493152-25-021659 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 ended2025-06-30
    13F 11,499 shares
    Change vs previous 13F +2,694 shares

    0.07% of the 13F portfolio, value $855,523.

    13F-HR 0001641172-25-019676 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 ended2025-03-31
    13F 8,805 shares
    Change vs previous 13F +2,791 shares

    0.06% of the 13F portfolio, value $588,866.

    13F-HR 0001641172-25-009192 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 ended2024-12-31
    13F 6,014 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $431,129.

    13F-HR 0001493152-25-008165 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).