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Disclosery

Wills Financial Group, Inc.: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wills Financial Group, Inc. on NEE, newest first. How the timeline and the estimate are built.

Wills Financial Group, Inc. held 34,140 NEE shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 34,140 shares
    Change vs previous 13F +1,425 shares

    1.06% of the 13F portfolio, value $2,447,481.

    13F-HR 0001525109-25-000001 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 32,715 shares
    Change vs previous 13F +287 shares

    1.16% of the 13F portfolio, value $2,765,424.

    13F-HR 0001525109-24-000006 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 32,428 shares
    Change vs previous 13F +378 shares

    1.06% of the 13F portfolio, value $2,296,259.

    13F-HR 0001525109-24-000005 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 32,050 shares
    Change vs previous 13F +926 shares

    0.96% of the 13F portfolio, value $2,048,297.

    13F-HR 0001525109-24-000002 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 31,124 shares
    Change vs previous 13F -2,023 shares

    0.95% of the 13F portfolio, value $1,890,460.

    13F-HR 0001525109-24-000001 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 33,147 shares
    Change vs previous 13F +1,802 shares

    1.03% of the 13F portfolio, value $1,898,992.

    13F-HR 0001525109-23-000005 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 31,345 shares
    Change vs previous 13F +500 shares

    1.18% of the 13F portfolio, value $2,325,799.

    13F-HR 0001525109-23-000004 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 30,845 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $2,377,533.

    13F-HR 0001525109-23-000003 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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