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CSat Investment Advisory, L.P.: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CSat Investment Advisory, L.P. on NEE, newest first. How the timeline and the estimate are built.

CSat Investment Advisory, L.P. held 11,869 NEE shares at 2021-03-31 per its 13F-HR filed 2021-05-13.

the latest 13F is the newest step

  1. period ended2021-03-31
    13F 11,869 shares
    Change vs previous 13F +866 shares

    0.75% of the 13F portfolio, value $897,000.

    13F-HR 0001398344-21-010680 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-12-31
    13F 11,003 shares
    Change vs previous 13F +6,687 shares

    0.79% of the 13F portfolio, value $849,000.

    13F-HR 0001398344-21-003258 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-09-30
    13F 4,316 shares
    Change vs previous 13F +553 shares

    0.16% of the 13F portfolio, value $1,198,000.

    13F-HR 0001398344-20-022558 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-06-30
    13F 3,763 shares
    Change vs previous 13F -435 shares

    0.16% of the 13F portfolio, value $904,000.

    13F-HR 0001398344-20-015227 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-03-31
    13F 4,198 shares
    Change vs previous 13F +197 shares

    0.28% of the 13F portfolio, value $1,010,000.

    13F-HR 0001398344-20-009921 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-12-31
    13F 4,001 shares
    Change vs previous 13F -310 shares

    0.35% of the 13F portfolio, value $969,000.

    13F-HR 0001398344-20-003315 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-09-30
    13F 4,311 shares
    Change vs previous 13F -184 shares

    0.44% of the 13F portfolio, value $1,005,000.

    13F-HR 0001398344-19-020246 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-06-30
    13F 4,495 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $921,000.

    13F-HR 0001398344-19-014440 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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