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Aull & Monroe Investment Management Corp: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aull & Monroe Investment Management Corp on NEE, newest first. How the timeline and the estimate are built.

Aull & Monroe Investment Management Corp held 51,464 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,464 shares
    Change vs previous 13F +300 shares

    1.89% of the 13F portfolio, value $4,516,972.

    13F-HR 0001387615-26-000003 filed by Aull & Monroe Investment Management Corp
    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 51,164 shares
    Change vs previous 13F -497 shares

    2.21% of the 13F portfolio, value $4,752,084.

    13F-HR 0001387615-26-000002 filed by Aull & Monroe Investment Management Corp
    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 51,661 shares
    Change vs previous 13F +70 shares

    2.08% of the 13F portfolio, value $4,147,344.

    13F-HR 0001387615-26-000001 filed by Aull & Monroe Investment Management Corp
    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 51,591 shares
    Change vs previous 13F -4,922 shares

    1.99% of the 13F portfolio, value $3,894,617.

    13F-HR 0001387615-25-000003 filed by Aull & Monroe Investment Management Corp
    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 56,513 shares
    Change vs previous 13F -534 shares

    2.1% of the 13F portfolio, value $3,923,132.

    13F-HR 0001085146-25-004266 filed by Aull & Monroe Investment Management Corp
    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 57,047 shares
    Change vs previous 13F -275 shares

    2.01% of the 13F portfolio, value $4,044,062.

    13F-HR 0001085146-25-003121 filed by Aull & Monroe Investment Management Corp
    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 57,322 shares
    Change vs previous 13F -2,385 shares

    2.1% of the 13F portfolio, value $4,109,414.

    13F-HR 0001085146-25-000875 filed by Aull & Monroe Investment Management Corp
    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 59,707 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $5,047,033.

    13F-HR 0001085146-24-005288 filed by Aull & Monroe Investment Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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