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American Trust’s NextEra Energy NEE Stock Holding History

American Trust’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 		$3.93M Sell
42,310
-5,556
-12% -$494K 0.35% 42
2025
Q4 		$3.84M Buy
47,866
+1,995
+4% +$165K 0.32% 47
2025
Q3 		$3.46M Sell
45,871
-656
-1% -$47.9K 0.29% 59
2025
Q2 		$3.23M Buy
46,527
+2,641
+6% +$183K 0.3% 59
2025
Q1 		$3.11M Sell
43,886
-982
-2% -$69.3K 0.77% 39
2024
Q4 		$3.22M Buy
44,868
+553
+1% +$43K 0.24% 68
2024
Q3 		$3.75M Sell
44,315
-9,200
-17% -$718K 0.31% 50
2024
Q2 		$3.79M Sell
53,515
-2,791
-5% -$198K 0.31% 53
2024
Q1 		$3.6M Sell
56,306
-1,183
-2% -$69.3K 0.3% 66
2023
Q4 		$3.49M Sell
57,489
-1,292
-2% -$73.6K 0.26% 68
2023
Q3 		$3.37M Buy
58,781
+1,742
+3% +$121K 0.26% 64
2023
Q2 		$4.23M Sell
57,039
-484
-0.8% -$36.6K 0.29% 63
2023
Q1 		$4.43M Buy
57,523
+6,221
+12% +$478K 0.31% 63
2022
Q4 		$4.29M Sell
51,302
-2,873
-5% -$232K 0.4% 60
2022
Q3 		$4.25M Sell
54,175
-10,347
-16% -$878K 0.36% 54
2022
Q2 		$5M Sell
64,522
-5,372
-8% -$409K 0.4% 51
2022
Q1 		$5.92M Sell
69,894
-729
-1% -$58.4K 0.4% 47
2021
Q4 		$6.59M Buy
+70,623
New +$6.1M 0.5% 31

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Trust's NEE Position: Q1 2026 in Review

American Trust reduced its NextEra Energy (NEE) stake by 12% in Q1 2026, selling an estimated $494K and leaving 42,310 shares worth $3.93M. The position accounts for 0.35% of the portfolio, ranked #42.

American Trust first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.59M in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • American Trust held 42,310 shares of NextEra Energy worth $3.93M as of Q1 2026.
  • American Trust sold 5,556 NextEra Energy shares in Q1 2026, an estimated $494K.
  • NextEra Energy made up 0.35% of American Trust's portfolio in Q1 2026, its #42 holding.
  • American Trust first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
  • American Trust's NextEra Energy position peaked at $6.59M in Q4 2021.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.