EADS & HEALD WEALTH MANAGEMENT: NEE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EADS & HEALD WEALTH MANAGEMENT on NEE, newest first. How the timeline and the estimate are built.
EADS & HEALD WEALTH MANAGEMENT held 19,462 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 19,462 sharesChange vs previous 13F -1,070 shares
0.84% of the 13F portfolio, value $1,708,180.
13F-HR 0001035912-26-000003 filed by EADS & HEALD WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 20,532 sharesChange vs previous 13F +449 shares
0.95% of the 13F portfolio, value $1,907,012.
13F-HR 0001035912-26-000002 filed by EADS & HEALD WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 20,083 sharesChange vs previous 13F +28 shares
0.78% of the 13F portfolio, value $1,612,263.
13F-HR 0001035912-26-000001 filed by EADS & HEALD WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 20,055 sharesChange vs previous 13F +729 shares
0.72% of the 13F portfolio, value $1,514,000.
13F-HR 0001035912-25-000008 filed by EADS & HEALD WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 19,326 sharesChange vs previous 13F -114 shares
0.66% of the 13F portfolio, value $1,342,000.
13F-HR 0001035912-25-000006 filed by EADS & HEALD WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 19,440 sharesChange vs previous 13F +48 shares
0.7% of the 13F portfolio, value $1,378,000.
13F-HR 0001035912-25-000003 filed by EADS & HEALD WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 19,392 sharesChange vs previous 13F -75 shares
0.68% of the 13F portfolio, value $1,390,000.
13F-HR 0001035912-25-000001 filed by EADS & HEALD WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 19,467 sharesChange vs previous 13F not available
0.78% of the 13F portfolio, value $1,646,000.
13F-HR 0001035912-24-000006 filed by EADS & HEALD WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).