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Disclosery

West Oak Capital, LLC: NEE position timeline

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

West Oak Capital, LLC held 42,063 NEE shares at 2025-09-30 per its 13F-HR filed 2025-10-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 42,063 shares
    Change vs previous 13F -1,050 shares

    1.26% of the 13F portfolio, value $31,753.

    13F-HR 0001140361-25-037185 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 43,113 shares
    Change vs previous 13F -16,185 shares

    1.17% of the 13F portfolio, value $29,929.

    13F-HR 0001140361-25-025806 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 59,298 shares
    Change vs previous 13F -120 shares

    1.63% of the 13F portfolio, value $42,036.

    13F-HR 0001140361-25-014010 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F/A 59,418 shares
    Change vs previous 13F -55 shares

    1.51% of the 13F portfolio, value $42,597.

    13F-HR/A 0001140361-25-000959 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 59,473 shares
    Change vs previous 13F +605 shares

    0.94% of the 13F portfolio, value $50,273.

    13F-HR 0001140361-24-043643 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 58,868 shares
    Change vs previous 13F +2,150 shares

    1.68% of the 13F portfolio, value $4,168,443.

    13F-HR 0001140361-24-034013 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 56,718 shares
    Change vs previous 13F +2,135 shares

    1.54% of the 13F portfolio, value $3,625,000.

    13F-HR 0001140361-24-020456 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 54,583 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $3,332,000.

    13F-HR 0001140361-24-002592 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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