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Disclosery

Chicago Partners Investment Group LLC: NEE position timeline

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

Chicago Partners Investment Group LLC held 26,700 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,700 shares
    Change vs previous 13F -538 shares

    0.05% of the 13F portfolio, value $2,397,410.

    13F-HR 0001563525-26-000003 filed by Chicago Partners Investment Group 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 27,238 shares
    Change vs previous 13F +942 shares

    0.05% of the 13F portfolio, value $2,451,425.

    13F-HR 0001563525-26-000002 filed by Chicago Partners Investment Group 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 26,296 shares
    Change vs previous 13F +2,569 shares

    0.05% of the 13F portfolio, value $2,230,136.

    13F-HR 0001563525-26-000001 filed by Chicago Partners Investment Group 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 23,727 shares
    Change vs previous 13F +1,405 shares

    0.05% of the 13F portfolio, value $1,982,897.

    13F-HR 0001563525-25-000013 filed by Chicago Partners Investment Group 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 22,322 shares
    Change vs previous 13F +1,533 shares

    0.05% of the 13F portfolio, value $1,625,456.

    13F-HR 0001563525-25-000003 filed by Chicago Partners Investment Group 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 20,789 shares
    Change vs previous 13F -913 shares

    0.05% of the 13F portfolio, value $1,400,323.

    13F-HR 0001563525-25-000002 filed by Chicago Partners Investment Group 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 21,702 shares
    Change vs previous 13F -655 shares

    0.05% of the 13F portfolio, value $1,533,475.

    13F-HR 0001563525-25-000001 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 22,357 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,899,479.

    13F-HR 0001563525-24-000007 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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