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
2026 Q1	$333K	Hold	3,590	–	–	0.18%	57
2025 Q4	$288K	Hold	3,590	–	–	0.15%	60
2025 Q3	$271K	Sell	3,590 -2,349	-40%	-$172K	0.14%	64
2025 Q2	$412K	Hold	5,939	–	–	0.21%	53
2025 Q1	$421K	Hold	5,939	–	–	0.18%	80
2024 Q4	$426K	Hold	5,939	–	–	0.17%	82
2024 Q3	$502K	Sell	5,939 -193	-3%	-$15.1K	0.21%	77
2024 Q2	$434K	Hold	6,132	–	–	0.21%	59
2024 Q1	$392K	Hold	6,132	–	–	0.19%	64
2023 Q4	$372K	Buy	+6,132	New	+$349K	0.19%	64

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Trust Investment Advisors's NEE Position: Q1 2026 in Review

American Trust Investment Advisors held its NextEra Energy (NEE) position steady in Q1 2026 at 3,590 shares worth $333K. The position accounts for 0.18% of the portfolio, ranked #57.

American Trust Investment Advisors first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. The position peaked at $502K in Q3 2024. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

American Trust Investment Advisors held 3,590 shares of NextEra Energy worth $333K as of Q1 2026.
American Trust Investment Advisors left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.18% of American Trust Investment Advisors's portfolio in Q1 2026, its #57 holding.
American Trust Investment Advisors first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
American Trust Investment Advisors's NextEra Energy position peaked at $502K in Q3 2024.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on American Trust Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.