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 Q2	$315K	Hold	3,590	–	–	0.16%	65
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Trust Investment Advisors's NEE Position: Q2 2026 in Review

American Trust Investment Advisors held its NextEra Energy (NEE) position steady in Q2 2026 at 3,590 shares worth $315K. The position accounts for 0.16% of the portfolio, ranked #65.

American Trust Investment Advisors first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $502K in Q3 2024. 3,053 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

American Trust Investment Advisors held 3,590 shares of NextEra Energy worth $315K as of Q2 2026.
American Trust Investment Advisors left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.16% of American Trust Investment Advisors's portfolio in Q2 2026, its #65 holding.
American Trust Investment Advisors first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
American Trust Investment Advisors's NextEra Energy position peaked at $502K in Q3 2024.
3,053 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on American Trust Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.