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SATOVSKY ASSET MANAGEMENT LLC: NEE position timeline

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

SATOVSKY ASSET MANAGEMENT LLC held 2,840 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,840 shares
    Change vs previous 13F -208 shares

    0.04% of the 13F portfolio, value $249,287.

    13F-HR 0001214659-26-010046 filed by SATOVSKY ASSET MANAGEMENT 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 3,048 shares
    Change vs previous 13F +247 shares

    0.05% of the 13F portfolio, value $283,071.

    13F-HR 0001214659-26-006186 filed by SATOVSKY ASSET MANAGEMENT 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 2,801 shares
    Change vs previous 13F +19 shares

    0.04% of the 13F portfolio, value $224,859.

    13F-HR 0001214659-26-001692 filed by SATOVSKY ASSET MANAGEMENT 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 2,782 shares
    Change vs previous 13F +2,782 shares

    0.04% of the 13F portfolio, value $209,989.

    13F-HR 0001214659-25-016556 filed by SATOVSKY ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -2,876 shares

    13F-HR 0001214659-25-001698 filed by SATOVSKY ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-09-30
    13F 2,876 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $243,123.

    13F-HR 0001214659-24-017670 filed by SATOVSKY ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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