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American Trust

SEC CIK
0001905128
Latest filing
Aug 14, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by American Trust, 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)
38,015
Value
$3.34M
% of portfolio
0.3%
Quarters held
19
Since Q4 2021
Holdings of NEE by American Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202638,015$3.34M0.3%−4,295−10.2%ReducedHolders
Q1 202642,310$3.93M0.3%−5,556−11.6%ReducedHolders
Q4 202547,866$3.84M0.3%+1,995+4.3%AddedHolders
Q3 202545,871$3.46M0.3%−656−1.4%ReducedHolders
Q2 202546,527$3.23M0.3%+2,641+6.0%AddedHolders
Q1 202543,886$3.11M0.8%−982−2.2%ReducedHolders
Q4 202444,868$3.22M0.2%+553+1.2%AddedHolders
Q3 202444,315$3.75M0.3%−9,200−17.2%ReducedHolders
Q2 202453,515$3.79M0.3%−2,791−5.0%ReducedHolders
Q1 202456,306$3.60M0.3%−1,183−2.1%ReducedHolders
Q4 202357,489$3.49M0.3%−1,292−2.2%ReducedHolders
Q3 202358,781$3.37M0.3%+1,742+3.1%AddedHolders
Q2 202357,039$4.23M0.3%−484−0.8%ReducedHolders
Q1 202357,523$4.43M0.3%+6,221+12.1%AddedHolders
Q4 202251,302$4.29M0.4%−2,873−5.3%ReducedHolders
Q3 202254,175$4.25M0.4%−10,347−16.0%ReducedHolders
Q2 202264,522$5.00M0.4%−5,372−7.7%ReducedHolders
Q1 202269,894$5.92M0.4%−729−1.0%ReducedHolders
Q4 202170,623$6.59M0.5%–No prior filingHolders