Trail Ridge Investment Advisors, LLC: NEE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trail Ridge Investment Advisors, LLC on NEE, newest first. How the timeline and the estimate are built.
Trail Ridge Investment Advisors, LLC held 20,424 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 20,424 sharesChange vs previous 13F -281 shares
0.76% of the 13F portfolio, value $1,792,593.
13F-HR 0001754960-26-000765 filed by Trail Ridge Investment Advisors, 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 20,705 sharesChange vs previous 13F +287 shares
0.84% of the 13F portfolio, value $1,923,114.
13F-HR 0001754960-26-000351 filed by Trail Ridge Investment Advisors, 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 20,418 sharesChange vs previous 13F +178 shares
0.7% of the 13F portfolio, value $1,639,157.
13F-HR 0001754960-26-000135 filed by Trail Ridge Investment Advisors, 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 20,240 sharesChange vs previous 13F +911 shares
0.69% of the 13F portfolio, value $1,527,918.
13F-HR 0001754960-25-000685 filed by Trail Ridge Investment Advisors, 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 19,329 sharesChange vs previous 13F +292 shares
0.66% of the 13F portfolio, value $1,373,519.
13F-HR 0001754960-25-000531 filed by Trail Ridge Investment Advisors, 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 19,037 sharesChange vs previous 13F -174 shares
0.7% of the 13F portfolio, value $1,349,533.
13F-HR 0001754960-25-000265 filed by Trail Ridge Investment Advisors, 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 19,211 sharesChange vs previous 13F +66 shares
0.65% of the 13F portfolio, value $1,377,237.
13F-HR 0001754960-25-000115 filed by Trail Ridge Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 19,145 sharesChange vs previous 13F not available
0.78% of the 13F portfolio, value $1,626,559.
13F-HR 0001911013-24-000010 filed by Trail Ridge Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).