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KARPAS STRATEGIES, LLC: NEE position timeline

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

KARPAS STRATEGIES, LLC held 20,647 NEE shares at 2024-06-30 per its 13F-HR filed 2024-07-30.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 20,647 shares
    Change vs previous 13F +50 shares

    0.46% of the 13F portfolio, value $1,462,013.

    13F-HR 0001127544-24-000006 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 20,597 shares
    Change vs previous 13F +60 shares

    0.41% of the 13F portfolio, value $1,316,367.

    13F-HR 0001127544-24-000004 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 20,537 shares
    Change vs previous 13F +26 shares

    0.41% of the 13F portfolio, value $1,247,413.

    13F-HR 0001127544-24-000002 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 20,511 shares
    Change vs previous 13F -203 shares

    0.43% of the 13F portfolio, value $1,175,088.

    13F-HR 0001127544-23-000009 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 20,714 shares
    Change vs previous 13F -451 shares

    0.52% of the 13F portfolio, value $1,536,986.

    13F-HR 0001127544-23-000007 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 21,165 shares
    Change vs previous 13F +43 shares

    0.57% of the 13F portfolio, value $1,631,363.

    13F-HR 0001127544-23-000005 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 21,122 shares
    Change vs previous 13F +34 shares

    0.62% of the 13F portfolio, value $1,765,805.

    13F-HR 0001127544-23-000003 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 21,088 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,653,000.

    13F-HR 0001127544-22-000008 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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