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FIRST AMERICAN TRUST, FSB: NEE position timeline

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

FIRST AMERICAN TRUST, FSB held 147,029 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 147,029 shares
    Change vs previous 13F -1,589 shares

    0.78% of the 13F portfolio, value $12,904,906.

    13F-HR 0000036066-26-000009 filed by FIRST AMERICAN TRUST, FSB
    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 148,618 shares
    Change vs previous 13F +1,376 shares

    0.93% of the 13F portfolio, value $13,803,703.

    13F-HR 0000036066-26-000007 filed by FIRST AMERICAN TRUST, FSB
    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 147,242 shares
    Change vs previous 13F +1,370 shares

    0.81% of the 13F portfolio, value $11,820,576.

    13F-HR 0000036066-26-000002 filed by FIRST AMERICAN TRUST, FSB
    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 145,872 shares
    Change vs previous 13F -2,458 shares

    0.8% of the 13F portfolio, value $11,011,873.

    13F-HR 0000036066-25-000013 filed by FIRST AMERICAN TRUST, FSB
    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 148,330 shares
    Change vs previous 13F +5,057 shares

    0.82% of the 13F portfolio, value $10,296,932.

    13F-HR 0000036066-25-000009 filed by FIRST AMERICAN TRUST, FSB
    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 143,273 shares
    Change vs previous 13F -36,116 shares

    0.93% of the 13F portfolio, value $10,156,534.

    13F-HR 0000036066-25-000007 filed by FIRST AMERICAN TRUST, FSB
    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 179,389 shares
    Change vs previous 13F +1,684 shares

    1.28% of the 13F portfolio, value $12,860,348.

    13F-HR 0000036066-25-000003 filed by FIRST AMERICAN TRUST, FSB
    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 177,705 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $15,021,414.

    13F-HR 0000036066-24-000013 filed by FIRST AMERICAN TRUST, FSB
    Filed (acceptance time not in the bulk data set), ingested

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