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LAKE STREET ADVISORS GROUP, LLC: NEE position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 25,657 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 25,657 shares
    Change vs previous 13F -292 shares

    0.08% of the 13F portfolio, value $1,839,380.

    13F-HR 0002043585-25-000001 filed by LAKE STREET ADVISORS 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 25,949 shares
    Change vs previous 13F -213 shares

    0.1% of the 13F portfolio, value $2,193,475.

    13F-HR 0001308527-24-000008 filed by LAKE STREET ADVISORS 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 26,162 shares
    Change vs previous 13F -498 shares

    0.09% of the 13F portfolio, value $1,852,527.

    13F-HR 0001724269-24-000005 filed by LAKE STREET ADVISORS 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 26,660 shares
    Change vs previous 13F +3,604 shares

    0.08% of the 13F portfolio, value $1,703,843.

    13F-HR 0001724269-24-000002 filed by LAKE STREET ADVISORS 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/A 23,056 shares
    Change vs previous 13F +5,317 shares

    0.07% of the 13F portfolio, value $1,400,432.

    13F-HR/A 0001724269-24-000003 filed by LAKE STREET ADVISORS 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 17,739 shares
    Change vs previous 13F -5,134 shares

    0.06% of the 13F portfolio, value $1,016,000.

    13F-HR 0001724269-23-000004 filed by LAKE STREET ADVISORS 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 22,873 shares
    Change vs previous 13F +443 shares

    0.09% of the 13F portfolio, value $1,697,000.

    13F-HR 0001724269-23-000003 filed by LAKE STREET ADVISORS 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 22,430 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,729,000.

    13F-HR 0001724269-23-000002 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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