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Catherine Avery Investment Management LLC: NEE position timeline

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

Catherine Avery Investment Management LLC held 35,307 NEE shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 35,307 shares
    Change vs previous 13F -34,164 shares

    2.3% of the 13F portfolio, value $2,674,125.

    13F-HR 0001420506-26-002311 filed by Catherine Avery Investment Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 69,471 shares
    Change vs previous 13F -2,036 shares

    2.66% of the 13F portfolio, value $6,097,457.

    13F-HR 0001420506-26-001305 filed by Catherine Avery Investment 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 ended2026-03-31
    13F 71,507 shares
    Change vs previous 13F +13,648 shares

    2.97% of the 13F portfolio, value $6,641,605.

    13F-HR 0001420506-26-001105 filed by Catherine Avery Investment 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 ended2025-12-31
    13F 57,859 shares
    Change vs previous 13F -320 shares

    2.78% of the 13F portfolio, value $4,644,945.

    13F-HR 0001420506-26-000019 filed by Catherine Avery Investment 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 ended2025-09-30
    13F 58,179 shares
    Change vs previous 13F +6,658 shares

    2.83% of the 13F portfolio, value $4,391,951.

    13F-HR 0001420506-26-000017 filed by Catherine Avery Investment 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 ended2025-06-30
    13F 51,521 shares
    Change vs previous 13F -2,965 shares

    2.72% of the 13F portfolio, value $3,576,600.

    13F-HR 0001420506-26-000015 filed by Catherine Avery Investment 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 ended2025-03-31
    13F 54,486 shares
    Change vs previous 13F +13,762 shares

    3.46% of the 13F portfolio, value $3,862,520.

    13F-HR 0001420506-26-000013 filed by Catherine Avery Investment 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 ended2024-12-31
    13F/A 40,724 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $2,919,510.

    13F-HR/A 0001420506-26-000021 filed by Catherine Avery Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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