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Disclosery

Edge Capital Group, LLC: NEE position timeline

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

Edge Capital Group, LLC held 15,082 NEE shares at 2024-12-31 per its 13F-HR filed 2025-02-04.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 15,082 shares
    Change vs previous 13F -1,359 shares

    0.06% of the 13F portfolio, value $1,081,229.

    13F-HR 0001765380-25-000038 filed by Edge Capital 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 ended2024-09-30
    13F 16,441 shares
    Change vs previous 13F -1,723 shares

    0.06% of the 13F portfolio, value $1,389,758.

    13F-HR 0001765380-24-000438 filed by Edge Capital 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 ended2024-06-30
    13F 18,164 shares
    Change vs previous 13F -434 shares

    0.06% of the 13F portfolio, value $1,286,193.

    13F-HR 0001765380-24-000332 filed by Edge Capital 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 ended2024-03-31
    13F 18,598 shares
    Change vs previous 13F -3,529 shares

    0.06% of the 13F portfolio, value $1,188,598.

    13F-HR 0001765380-24-000211 filed by Edge Capital 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 ended2023-12-31
    13F 22,127 shares
    Change vs previous 13F +3,496 shares

    0.07% of the 13F portfolio, value $1,343,964.

    13F-HR 0001765380-24-000102 filed by Edge Capital 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 ended2023-09-30
    13F 18,631 shares
    Change vs previous 13F -156,283 shares

    0.07% of the 13F portfolio, value $1,067,341.

    13F-HR 0001765380-23-000232 filed by Edge Capital 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 ended2023-06-30
    13F 174,914 shares
    Change vs previous 13F +6,889 shares

    0.75% of the 13F portfolio, value $12,978,585.

    13F-HR 0001765380-23-000154 filed by Edge Capital 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 ended2023-03-31
    13F 168,025 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $12,951,347.

    13F-HR 0001765380-23-000091 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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