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Disclosery

PYA Waltman Capital, LLC: NEE position timeline

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

PYA Waltman Capital, LLC held 21,495 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,495 shares
    Change vs previous 13F +5,368 shares

    0.45% of the 13F portfolio, value $1,886,629.

    13F-HR 0001800135-26-000003 filed by PYA Waltman Capital, 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 16,127 shares
    Change vs previous 13F +100 shares

    0.42% of the 13F portfolio, value $1,497,919.

    13F-HR 0001800135-26-000002 filed by PYA Waltman Capital, 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 16,027 shares
    Change vs previous 13F +3,583 shares

    0.35% of the 13F portfolio, value $1,286,679.

    13F-HR 0001800135-26-000001 filed by PYA Waltman Capital, 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 12,444 shares
    Change vs previous 13F -3,875 shares

    0.25% of the 13F portfolio, value $939,422.

    13F-HR 0001800135-25-000011 filed by PYA Waltman Capital, 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 16,319 shares
    Change vs previous 13F +2,088 shares

    0.33% of the 13F portfolio, value $1,132,843.

    13F-HR 0001800135-25-000008 filed by PYA Waltman Capital, 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 14,231 shares
    Change vs previous 13F +240 shares

    0.32% of the 13F portfolio, value $1,008,807.

    13F-HR 0001800135-25-000007 filed by PYA Waltman Capital, 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 13,991 shares
    Change vs previous 13F +361 shares

    0.32% of the 13F portfolio, value $1,002,999.

    13F-HR 0001800135-25-000001 filed by PYA Waltman Capital, 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 13,630 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,152,138.

    13F-HR 0001800135-24-000006 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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