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Concurrent Investment Advisors, LLC: NEE position timeline

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

Concurrent Investment Advisors, LLC held 308,514 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 308,514 shares
    Change vs previous 13F +49,644 shares

    0.23% of the 13F portfolio, value $27,078,191.

    13F-HR 0002085853-26-000862 filed by Concurrent 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 ended2026-03-31
    13F 258,870 shares
    Change vs previous 13F +35,762 shares

    0.26% of the 13F portfolio, value $24,043,896.

    13F-HR 0002085853-26-000427 filed by Concurrent 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 ended2025-12-31
    13F 223,108 shares
    Change vs previous 13F +57,283 shares

    0.2% of the 13F portfolio, value $17,911,156.

    13F-HR 0002085853-26-000143 filed by Concurrent 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 ended2025-09-30
    13F 165,825 shares
    Change vs previous 13F +16,804 shares

    0.22% of the 13F portfolio, value $12,518,135.

    13F-HR 0002085853-25-000174 filed by Concurrent 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 ended2025-06-30
    13F 149,021 shares
    Change vs previous 13F +28,435 shares

    0.2% of the 13F portfolio, value $10,345,062.

    13F-HR 0001667731-25-000961 filed by Concurrent 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 ended2025-03-31
    13F 120,586 shares
    Change vs previous 13F +29,131 shares

    0.21% of the 13F portfolio, value $8,548,377.

    13F-HR 0001667731-25-000551 filed by Concurrent 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 ended2024-12-31
    13F 91,455 shares
    Change vs previous 13F +1,429 shares

    0.18% of the 13F portfolio, value $6,556,434.

    13F-HR 0001667731-25-000197 filed by Concurrent 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 ended2024-09-30
    13F 90,026 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $7,609,888.

    13F-HR 0002001015-24-000007 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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