American Trust Investment Advisors, LLC
Position in NEE — Nextera Energy Inc
CIK 1291424
Lebanon, NH
Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$315,094
-$18,345 QoQ
Shares Held
3,590
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,384
of 3,000 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026American Trust Investment Advisors, LLC holds $5,836,531 across 4 Utilities - Regulated Electric names. NEE ranks #3 (5.4% of the industry book) .
All Filings in NEE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,094 | 3,590 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $333,439 | 3,590 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $288,205 | 3,590 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $271,009 | 3,590 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $412,285 | 5,939 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $421,015 | 5,939 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $425,766 | 5,939 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $502,023 | 5,939 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $434,206 | 6,132 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $391,896 | 6,132 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $372,457 | 6,132 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||