American Trust

Position in NEE — Nextera Energy Inc

CIK 1905128 LEXINGTON, KY

Position in NEE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,336,576

-$593,176 QoQ

Shares Held

38,015

-10.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#949

of 3,000 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

American Trust holds $3,336,576 across 1 Utilities - Regulated Electric name. NEE ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	NEE	Nextera Energy Inc This page	38,015	$3,336,576

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,336,576	38,015	-10.2%	Shares	Sole	2026-08-14
2026-03-31	$3,929,752	42,310	-11.6%	Shares	Sole	2026-05-01
2025-12-31	$3,842,682	47,866	+4.3%	Shares	Sole	2026-02-17
2025-09-30	$3,462,801	45,871	-1.4%	Shares	Sole	2025-11-17
2025-06-30	$3,229,904	46,527	+6.0%	Shares	Sole	2025-09-03
2025-03-31	$3,111,078	43,886	-2.2%	Shares	Sole	2025-05-16
2024-12-31	$3,216,586	44,868	+1.2%	Shares	Sole	2025-02-18
2024-09-30	$3,745,946	44,315	-17.2%	Shares	Sole	2024-11-29
2024-06-30	$3,789,397	53,515	-5.0%	Shares	Sole	2024-09-12
2024-03-31	$3,598,516	56,306	-2.1%	Shares	Sole	2024-06-11
2023-12-31	$3,491,881	57,489	-2.2%	Shares	Sole	2024-02-21
2023-09-30	$3,367,563	58,781	+3.1%	Shares	Sole	2023-11-15
2023-06-30	$4,232,293	57,039	-0.8%	Shares	Sole	2023-08-14
2023-03-31	$4,433,872	57,523	+12.1%	Shares	Sole	2023-05-22
2022-12-31	$4,288,847	51,302	-5.3%	Shares	Sole	2023-02-16
2022-09-30	$4,247,861	54,175	-16.0%	Shares	Sole	2022-12-02
2022-06-30	$4,997,874	64,522	-7.7%	Shares	Sole	2022-10-03
2022-03-31	$5,920,720	69,894	-1.0%	Shares	Sole	2022-06-08
2021-12-31	$6,593,363	70,623	—	Shares	Sole	2022-03-17
No filing history on record for this holder in this stock.