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Trivium Point Advisory, LLC: NEE position timeline

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

Trivium Point Advisory, LLC held 26,323 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,323 shares
    Change vs previous 13F +745 shares

    0.21% of the 13F portfolio, value $2,310,370.

    13F-HR 0001951757-26-001133 filed by Trivium Point Advisory, 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 25,578 shares
    Change vs previous 13F -10,094 shares

    0.43% of the 13F portfolio, value $2,375,685.

    13F-HR 0001951757-26-000655 filed by Trivium Point Advisory, 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 35,672 shares
    Change vs previous 13F -3,379 shares

    0.29% of the 13F portfolio, value $2,863,709.

    13F-HR 0001951757-26-000297 filed by Trivium Point Advisory, 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 39,051 shares
    Change vs previous 13F -24,366 shares

    0.3% of the 13F portfolio, value $2,947,996.

    13F-HR 0001951757-25-001393 filed by Trivium Point Advisory, 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 63,417 shares
    Change vs previous 13F -5,475 shares

    0.48% of the 13F portfolio, value $4,402,377.

    13F-HR 0001951757-25-000887 filed by Trivium Point Advisory, 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 68,892 shares
    Change vs previous 13F -3,225 shares

    0.61% of the 13F portfolio, value $4,883,720.

    13F-HR 0001951757-25-000543 filed by Trivium Point Advisory, 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 72,117 shares
    Change vs previous 13F +3,146 shares

    0.65% of the 13F portfolio, value $5,170,055.

    13F-HR 0001951757-25-000252 filed by Trivium Point Advisory, 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 68,971 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $5,120,414.

    13F-HR 0001951757-24-001208 filed by Trivium Point Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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