Wills Financial Group LLC

Position in NEE — Nextera Energy Inc

CIK 2059579 RICHMOND, VA

Position in NEE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,984,180

-$207,455 QoQ

Shares Held

34,000

-1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.21%

of 13F equity value

Holder Rank

#1,003

of 3,000 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Wills Financial Group LLC holds $13,495,819 across 4 Utilities - Regulated Electric names. NEE ranks #3 (22.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	73,643	$5,029,080
2	SO	Southern Co	44,018	$4,212,962
3	NEE	Nextera Energy Inc This page	34,000	$2,984,180
4	DUK	Duke Energy CORP	10,030	$1,269,597

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,984,180	34,000	-1.1%	Shares	Sole	2026-08-14
2026-03-31	$3,191,635	34,363	-0.5%	Shares	Sole	2026-05-14
2025-12-31	$2,771,747	34,526	+0.2%	Shares	Sole	2026-02-11
2025-09-30	$2,600,479	34,448	-1.9%	Shares	Sole	2025-11-14
2025-06-30	$2,437,822	35,117	-1.2%	Shares	Sole	2025-08-13
2025-03-31	$2,519,643	35,543	—	Shares	Sole	2025-05-09
No filing history on record for this holder in this stock.