EDGAR LOMAX CO/VA: NEE position timeline

EDGAR LOMAX CO/VA held 446,640 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 446,640 shares

   Change vs previous 13F -40,135 shares

   2.93% of the 13F portfolio, value $39,201,593.

   13F-HR 0001013538-26-000006 filed by EDGAR LOMAX CO/VA
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 486,775 shares

   Change vs previous 13F +252,890 shares

   3.23% of the 13F portfolio, value $45,211,662.

   13F-HR 0001013538-26-000004 filed by EDGAR LOMAX CO/VA
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 233,885 shares

   Change vs previous 13F -5,380 shares

   1.43% of the 13F portfolio, value $18,776,288.

   13F-HR 0001013538-26-000002 filed by EDGAR LOMAX CO/VA
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 239,265 shares

   Change vs previous 13F -70,495 shares

   1.41% of the 13F portfolio, value $18,062,115.

   13F-HR 0001013538-25-000010 filed by EDGAR LOMAX CO/VA
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 309,760 shares

   Change vs previous 13F -5,000 shares

   1.36% of the 13F portfolio, value $21,503,539.

   13F-HR 0001013538-25-000006 filed by EDGAR LOMAX CO/VA
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 314,760 shares

   Change vs previous 13F +82,750 shares

   1.4% of the 13F portfolio, value $22,313,336.

   13F-HR 0001013538-25-000004 filed by EDGAR LOMAX CO/VA
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 232,010 shares

   Change vs previous 13F -4,530 shares

   1.07% of the 13F portfolio, value $16,632,797.

   13F-HR 0001013538-25-000002 filed by EDGAR LOMAX CO/VA
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 236,540 shares

   Change vs previous 13F not available

   1.22% of the 13F portfolio, value $19,994,726.

   13F-HR 0001013538-24-000008 filed by EDGAR LOMAX CO/VA
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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