American Trust Investment Advisors’s NextEra Energy NEE Stock Holding History

American Trust Investment Advisors’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$412K	Hold
2025 Q1	$421K	Hold
2024 Q4	$426K	Hold
2024 Q3	$502K	Sell
2024 Q2	$434K	Hold
2024 Q1	$392K	Hold
2023 Q4	$372K	Buy