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Disclosery

Wills Financial Group LLC: NEE position timeline

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

Wills Financial Group LLC held 34,000 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,000 shares
    Change vs previous 13F -363 shares

    1.09% of the 13F portfolio, value $2,984,174.

    13F-HR 0002059579-26-000005 filed by Wills Financial Group LLC
    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 34,363 shares
    Change vs previous 13F -163 shares

    1.23% of the 13F portfolio, value $3,259,342.

    13F-HR 0002059579-26-000002 filed by Wills Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 34,526 shares
    Change vs previous 13F +78 shares

    1.06% of the 13F portfolio, value $2,771,711.

    13F-HR 0002059579-26-000001 filed by Wills Financial Group LLC
    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 34,448 shares
    Change vs previous 13F -669 shares

    1.07% of the 13F portfolio, value $2,600,470.

    13F-HR 0002059579-25-000007 filed by Wills Financial Group LLC
    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 35,117 shares
    Change vs previous 13F -426 shares

    1.06% of the 13F portfolio, value $2,437,814.

    13F-HR 0002059579-25-000004 filed by Wills Financial Group LLC
    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 35,543 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $2,519,662.

    13F-HR 0002059579-25-000003 filed by Wills Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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