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First American Trust, FSB

SEC CIK
0000036066
Latest filing
Aug 10, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by First American Trust, FSB, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NEE overviewAll 13F holders of NEEFull Q2 2026 holdings

Shares (Q2 2026)
147,029
Value
$12.9M
% of portfolio
0.8%
Quarters held
20
Since Q3 2021
Holdings of NEE by First American Trust, FSB, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026147,029$12.9M0.8%−1,589−1.1%ReducedHolders
Q1 2026148,618$13.8M0.9%+1,376+0.9%AddedHolders
Q4 2025147,242$11.8M0.8%+1,370+0.9%AddedHolders
Q3 2025145,872$11.0M0.8%−2,458−1.7%ReducedHolders
Q2 2025148,330$10.3M0.8%+5,057+3.5%AddedHolders
Q1 2025143,273$10.2M0.9%−36,116−20.1%ReducedHolders
Q4 2024179,389$12.9M1.3%+1,684+0.9%AddedHolders
Q3 2024177,705$15.0M1.5%−21,406−10.8%ReducedHolders
Q2 2024199,111$14.1M1.4%+54,575+37.8%AddedHolders
Q1 2024144,536$9.24M1.0%+22,992+18.9%AddedHolders
Q4 2023121,544$7.38M0.9%+1,940+1.6%AddedHolders
Q3 2023119,604$6.85M1.0%−2,455−2.0%ReducedHolders
Q2 2023122,059$9.06M1.2%+2,482+2.1%AddedHolders
Q1 2023119,577$9.22M1.4%+13,025+12.2%AddedHolders
Q4 2022106,552$8.91M1.4%+25,944+32.2%AddedHolders
Q3 202280,608$6.32M1.1%+1,488+1.9%AddedHolders
Q2 202279,120$6.13M1.0%−96,398−54.9%ReducedHolders
Q1 2022175,518$14.9M2.1%+12,006+7.3%AddedHolders
Q4 2021163,512$15.3M2.1%+7,581+4.9%AddedHolders
Q3 2021155,931$12.2M1.8%+155,931NewHolders