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Schechter Investment Advisors, LLC: NEE position timeline

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

Schechter Investment Advisors, LLC held 22,534 NEE shares at 2025-03-31 per its 13F-HR filed 2025-05-01.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 22,534 shares
    Change vs previous 13F -3,121 shares

    0.13% of the 13F portfolio, value $1,597,447.

    13F-HR 0001951586-25-000003 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 25,655 shares
    Change vs previous 13F +4,571 shares

    0.14% of the 13F portfolio, value $1,839,234.

    13F-HR 0001951586-25-000001 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 21,084 shares
    Change vs previous 13F +858 shares

    0.13% of the 13F portfolio, value $1,782,259.

    13F-HR 0001951586-24-000004 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 20,226 shares
    Change vs previous 13F +509 shares

    0.11% of the 13F portfolio, value $1,432,218.

    13F-HR 0001951586-24-000003 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 19,717 shares
    Change vs previous 13F +1,942 shares

    0.09% of the 13F portfolio, value $1,260,124.

    13F-HR 0001951586-24-000002 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 17,775 shares
    Change vs previous 13F +810 shares

    0.09% of the 13F portfolio, value $1,079,633.

    13F-HR 0001951586-24-000001 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 16,965 shares
    Change vs previous 13F -5,034 shares

    0.09% of the 13F portfolio, value $971,941.

    13F-HR 0001951586-23-000007 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F/A 21,999 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,632,300.

    13F-HR/A 0001951586-23-000005 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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