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Disclosery

American Trust: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of American Trust on NEE, newest first. How the timeline and the estimate are built.

American Trust held 38,015 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,015 shares
    Change vs previous 13F -4,295 shares

    0.26% of the 13F portfolio, value $3,336,577.

    13F-HR 0001905128-26-000005 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 42,310 shares
    Change vs previous 13F -5,556 shares

    0.35% of the 13F portfolio, value $3,929,753.

    13F-HR 0001905128-26-000004 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 47,866 shares
    Change vs previous 13F +1,995 shares

    0.32% of the 13F portfolio, value $3,842,682.

    13F-HR 0001905128-26-000002 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 45,871 shares
    Change vs previous 13F -656 shares

    0.29% of the 13F portfolio, value $3,462,802.

    13F-HR 0001905128-25-000010 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 46,527 shares
    Change vs previous 13F +2,641 shares

    0.3% of the 13F portfolio, value $3,229,904.

    13F-HR 0001905128-25-000007 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 43,886 shares
    Change vs previous 13F -982 shares

    0.77% of the 13F portfolio, value $3,111,079.

    13F-HR 0001905128-25-000004 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 44,868 shares
    Change vs previous 13F +553 shares

    0.24% of the 13F portfolio, value $3,216,587.

    13F-HR 0001905128-25-000002 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 44,315 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $3,745,947.

    13F-HR 0001905128-24-000008 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).