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Disclosery

AMG National Trust Bank: NEE position timeline

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

AMG National Trust Bank held 41,134 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,134 shares
    Change vs previous 13F -29,402 shares

    0.07% of the 13F portfolio, value $3,610,330.

    13F-HR 0001388829-26-000004 filed by AMG National Trust Bank
    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 70,536 shares
    Change vs previous 13F +10,182 shares

    0.14% of the 13F portfolio, value $6,551,386.

    13F-HR 0001388829-26-000002 filed by AMG National Trust Bank
    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 60,354 shares
    Change vs previous 13F +3,731 shares

    0.11% of the 13F portfolio, value $4,845,219.

    13F-HR 0001388829-26-000001 filed by AMG National Trust Bank
    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 56,623 shares
    Change vs previous 13F -6,528 shares

    0.1% of the 13F portfolio, value $4,274,470.

    13F-HR 0001388829-25-000005 filed by AMG National Trust Bank
    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 63,151 shares
    Change vs previous 13F -438 shares

    0.12% of the 13F portfolio, value $4,383,946.

    13F-HR 0001085146-25-004480 filed by AMG National Trust Bank
    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 63,589 shares
    Change vs previous 13F -1,842 shares

    0.13% of the 13F portfolio, value $4,507,824.

    13F-HR 0001085146-25-002594 filed by AMG National Trust Bank
    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 65,431 shares
    Change vs previous 13F -389 shares

    0.13% of the 13F portfolio, value $4,693,625.

    13F-HR 0001085146-25-000866 filed by AMG National Trust Bank
    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 65,820 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $5,563,769.

    13F-HR 0001085146-24-005401 filed by AMG National Trust Bank
    Filed (acceptance time not in the bulk data set), ingested

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