SCHOLTZ & COMPANY, LLC: NEE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SCHOLTZ & COMPANY, LLC on NEE, newest first. How the timeline and the estimate are built.
SCHOLTZ & COMPANY, LLC held 3,827 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 3,827 sharesChange vs previous 13F -400 shares
0.17% of the 13F portfolio, value $335,896.
13F-HR 0001606134-26-000004 filed by SCHOLTZ & COMPANY, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,227 sharesChange vs previous 13F -432 shares
0.2% of the 13F portfolio, value $392,604.
13F-HR 0001606134-26-000002 filed by SCHOLTZ & COMPANY, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,659 sharesChange vs previous 13F 0 shares
0.16% of the 13F portfolio, value $374,025.
13F-HR 0001606134-26-000001 filed by SCHOLTZ & COMPANY, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,659 sharesChange vs previous 13F +200 shares
0.15% of the 13F portfolio, value $351,708.
13F-HR 0001606134-25-000006 filed by SCHOLTZ & COMPANY, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,459 sharesChange vs previous 13F +12 shares
0.14% of the 13F portfolio, value $309,544.
13F-HR 0001606134-25-000004 filed by SCHOLTZ & COMPANY, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,447 sharesChange vs previous 13F +4,447 shares
0.16% of the 13F portfolio, value $315,248.
13F-HR 0001606134-25-000003 filed by SCHOLTZ & COMPANY, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -2,800 shares
13F-HR 0001606134-25-000002 filed by SCHOLTZ & COMPANY, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 2,800 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $236,684.
13F-HR 0001606134-24-000004 filed by SCHOLTZ & COMPANY, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).