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Summit Trail Advisors, LLC: NEE position timeline

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

Summit Trail Advisors, LLC held 76,894 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,894 shares
    Change vs previous 13F +2,536 shares

    0.08% of the 13F portfolio, value $6,748,984.

    13F-HR 0001951757-26-001207 filed by Summit Trail 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 ended2026-03-31
    13F 74,358 shares
    Change vs previous 13F +28,109 shares

    0.1% of the 13F portfolio, value $6,906,393.

    13F-HR 0001951757-26-000837 filed by Summit Trail 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 ended2025-12-31
    13F 46,249 shares
    Change vs previous 13F -11,122 shares

    0.06% of the 13F portfolio, value $3,712,873.

    13F-HR 0001951757-26-000464 filed by Summit Trail 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 ended2025-09-30
    13F 57,371 shares
    Change vs previous 13F +11,911 shares

    0.06% of the 13F portfolio, value $4,330,960.

    13F-HR 0001951757-25-001440 filed by Summit Trail 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 ended2025-06-30
    13F 45,460 shares
    Change vs previous 13F +5,576 shares

    0.05% of the 13F portfolio, value $3,155,808.

    13F-HR 0001951757-25-001093 filed by Summit Trail 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 ended2025-03-31
    13F 39,884 shares
    Change vs previous 13F +7,477 shares

    0.09% of the 13F portfolio, value $2,827,383.

    13F-HR 0001951757-25-000462 filed by Summit Trail 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 ended2024-12-31
    13F 32,407 shares
    Change vs previous 13F +5,936 shares

    0.09% of the 13F portfolio, value $2,323,239.

    13F-HR 0001951757-25-000148 filed by Summit Trail 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 ended2024-09-30
    13F 26,471 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,237,632.

    13F-HR 0001951757-24-001200 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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