Cohen Klingenstein’s NextEra Energy NEE Stock Holding History

Cohen Klingenstein’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.21M	Hold	59,400	–	–	0.15%	69
2026 Q1	$5.52M	Hold	59,400	–	–	0.18%	60
2025 Q4	$4.77M	Hold	59,400	–	–	0.14%	71
2025 Q3	$4.48M	Hold	59,400	–	–	0.14%	72
2025 Q2	$4.12M	Hold	59,400	–	–	0.14%	76
2025 Q1	$4.21M	Hold	59,400	–	–	0.15%	75
2024 Q4	$4.26M	Hold	59,400	–	–	0.15%	75
2024 Q3	$5.02M	Hold	59,400	–	–	0.17%	80
2024 Q2	$4.21M	Hold	59,400	–	–	0.15%	84
2024 Q1	$3.8M	Hold	59,400	–	–	0.14%	92
2023 Q4	$3.61M	Hold	59,400	–	–	0.15%	91
2023 Q3	$3.4M	Hold	59,400	–	–	0.15%	92
2023 Q2	$4.41M	Hold	59,400	–	–	0.19%	80
2023 Q1	$4.58M	Hold	59,400	–	–	0.22%	76
2022 Q4	$4.97M	Hold	59,400	–	–	0.25%	72
2022 Q3	$4.66M	Hold	59,400	–	–	0.25%	72
2022 Q2	$4.6M	Hold	59,400	–	–	0.23%	78
2022 Q1	$5.03M	Hold	59,400	–	–	0.21%	78
2021 Q4	$5.55M	Hold	59,400	–	–	0.22%	80
2021 Q3	$4.66M	Buy	59,400 +13,000	+28%	+$1.05M	0.2%	83
2021 Q2	$3.4M	Hold	46,400	–	–	0.15%	106
2021 Q1	$3.51M	Hold	46,400	–	–	0.16%	102
2020 Q4	$3.58M	Hold	46,400	–	–	0.18%	93
2020 Q3	$3.22M	Hold	46,400	–	–	0.18%	91
2020 Q2	$2.79M	Hold	46,400	–	–	0.17%	94
2020 Q1	$2.79M	Hold	46,400	–	–	0.21%	88
2019 Q4	$2.81M	Hold	46,400	–	–	0.16%	109
2019 Q3	$2.7M	Hold	46,400	–	–	0.17%	104
2019 Q2	$2.38M	Buy	46,400 +28,000	+152%	+$1.38M	0.17%	101
2019 Q1	$889K	Hold	18,400	–	–	0.06%	121
2018 Q4	$800K	Hold	18,400	–	–	0.12%	100
2018 Q3	$771K	Hold	18,400	–	–	0.1%	110
2018 Q2	$768K	Hold	18,400	–	–	0.11%	108
2018 Q1	$751K	Hold	18,400	–	–	0.11%	111
2017 Q4	$718K	Hold	18,400	–	–	0.1%	111
2017 Q3	$674K	Hold	18,400	–	–	0.1%	112
2017 Q2	$645K	Hold	18,400	–	–	0.1%	111
2017 Q1	$591K	Hold	18,400	–	–	0.09%	116
2016 Q4	$550K	Hold	18,400	–	–	0.09%	120
2016 Q3	$563K	Hold	18,400	–	–	0.1%	117
2016 Q2	$600K	Hold	18,400	–	–	0.11%	112
2016 Q1	$544K	Hold	18,400	–	–	0.1%	113
2015 Q4	$478K	Hold	18,400	–	–	0.09%	121
2015 Q3	$449K	Hold	18,400	–	–	0.09%	120
2015 Q2	$451K	Hold	18,400	–	–	0.08%	131
2015 Q1	$479K	Hold	18,400	–	–	0.09%	126
2014 Q4	$489K	Hold	18,400	–	–	0.09%	123
2014 Q3	$432K	Hold	18,400	–	–	0.08%	128
2014 Q2	$471K	Hold	18,400	–	–	0.09%	127
2014 Q1	$440K	Hold	18,400	–	–	0.09%	129
2013 Q4	$394K	Hold	18,400	–	–	0.08%	133
2013 Q3	$369K	Hold	18,400	–	–	0.08%	136
2013 Q2	$375K	Buy	+18,400	New	+$365K	0.09%	132

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Cohen Klingenstein's NEE Position: Q2 2026 in Review

Cohen Klingenstein held its NextEra Energy (NEE) position steady in Q2 2026 at 59,400 shares worth $5.21M. The position accounts for 0.15% of the portfolio, ranked #69.

Cohen Klingenstein first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.55M in Q4 2021. 1,360 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Cohen Klingenstein held 59,400 shares of NextEra Energy worth $5.21M as of Q2 2026.
Cohen Klingenstein left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.15% of Cohen Klingenstein's portfolio in Q2 2026, its #69 holding.
Cohen Klingenstein first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
Cohen Klingenstein's NextEra Energy position peaked at $5.55M in Q4 2021.
1,360 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Cohen Klingenstein's 13F filing for Q2 2026, filed 15 Jul 2026.