Klingenstein Fields & Co’s NextEra Energy NEE Stock Holding History

Klingenstein Fields & Co’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 Q1	$13.1M	Sell	141,088 -1,383	-1%	-$123K	0.52%	49
2025 Q4	$11.4M	Sell	142,471 -2,156	-1%	-$179K	0.43%	58
2025 Q3	$10.9M	Sell	144,627 -231	-0.2%	-$16.9K	0.41%	61
2025 Q2	$10.1M	Sell	144,858 -11,889	-8%	-$826K	0.4%	62
2025 Q1	$11.1M	Buy	156,747 +1,236	+0.8%	+$87.2K	0.47%	60
2024 Q4	$11.1M	Buy	155,511 +120	+0.1%	+$9.32K	0.45%	63
2024 Q3	$13.1M	Buy	155,391 +2,957	+2%	+$231K	0.52%	58
2024 Q2	$10.8M	Buy	152,434 +139,328	+1,063%	+$9.89M	0.45%	65
2024 Q1	$838K	Sell	13,106 -58	-0.4%	-$3.4K	0.03%	99
2023 Q4	$800K	Sell	13,164 -16	-0.1%	-$912	0.04%	101
2023 Q3	$755K	Buy	13,180 +424	+3%	+$29.4K	0.04%	101
2023 Q2	$946K	Buy	12,756 +16	+0.1%	+$1.21K	0.04%	92
2023 Q1	$982K	Buy	12,740 +366	+3%	+$28.1K	0.05%	93
2022 Q4	$1.03M	Buy	12,374 +964	+8%	+$77.9K	0.05%	93
2022 Q3	$895K	Sell	11,410 -183	-2%	-$15.5K	0.05%	92
2022 Q2	$898K	Hold	11,593	–	–	0.05%	97
2022 Q1	$982K	Sell	11,593 -740	-6%	-$59.3K	0.04%	104
2021 Q4	$1.15M	Sell	12,333 -1,400	-10%	-$121K	0.05%	102
2021 Q3	$1.08M	Buy	13,733 +915	+7%	+$73.8K	0.05%	103
2021 Q2	$939K	Buy	12,818 +56	+0.4%	+$4.2K	0.04%	109
2021 Q1	$965K	Buy	12,762 +383	+3%	+$29.9K	0.04%	103
2020 Q4	$955K	Buy	12,379 +367	+3%	+$27.5K	0.04%	106
2020 Q3	$834K	Sell	12,012 -88	-0.7%	-$6.08K	0.04%	114
2020 Q2	$727K	Sell	12,100 -4,212	-26%	-$252K	0.04%	114
2020 Q1	$981K	Hold	16,312	–	–	0.06%	107
2019 Q4	$988K	Buy	16,312 +212	+1%	+$12.4K	0.05%	110
2019 Q3	$938K	Sell	16,100 -1,200	-7%	-$64.9K	0.05%	115
2019 Q2	$886K	Hold	17,300	–	–	0.05%	117
2019 Q1	$836K	Sell	17,300 -2,328	-12%	-$106K	0.04%	122
2018 Q4	$853K	Sell	19,628 -784	-4%	-$34.3K	0.04%	128
2018 Q3	$855K	Hold	20,412	–	–	0.03%	129
2018 Q2	$852K	Hold	20,412	–	–	0.03%	133
2018 Q1	$833K	Sell	20,412 -560	-3%	-$21.6K	0.03%	135
2017 Q4	$819K	Sell	20,972 -2,400	-10%	-$92.7K	0.03%	137
2017 Q3	$856K	Hold	23,372	–	–	0.03%	132
2017 Q2	$819K	Buy	23,372 +784	+3%	+$26.8K	0.03%	138
2017 Q1	$725K	Hold	22,588	–	–	0.03%	141
2016 Q4	$675K	Hold	22,588	–	–	0.03%	146
2016 Q3	$691K	Hold	22,588	–	–	0.03%	138
2016 Q2	$736K	Buy	22,588 +560	+3%	+$16.8K	0.03%	130
2016 Q1	$652K	Buy	22,028 +1,300	+6%	+$36.5K	0.03%	138
2015 Q4	$538K	Hold	20,728	–	–	0.03%	140
2015 Q3	$506K	Hold	20,728	–	–	0.03%	142
2015 Q2	$508K	Hold	20,728	–	–	0.02%	151
2015 Q1	$539K	Hold	20,728	–	–	0.02%	155
2014 Q4	$551K	Hold	20,728	–	–	0.02%	148
2014 Q3	$486K	Hold	20,728	–	–	0.02%	161
2014 Q2	$531K	Buy	20,728 +2,000	+11%	+$48.7K	0.02%	162
2014 Q1	$448K	Sell	18,728 -19,200	-51%	-$435K	0.02%	174
2013 Q4	$812K	Hold	37,928	–	–	0.03%	166
2013 Q3	$760K	Hold	37,928	–	–	0.03%	170
2013 Q2	$773K	Buy	+37,928	New	+$753K	0.03%	177

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Klingenstein Fields & Co's NEE Position: Q1 2026 in Review

Klingenstein Fields & Co reduced its NextEra Energy (NEE) stake by 0.97% in Q1 2026, selling an estimated $123K and leaving 141,088 shares worth $13.1M. The position accounts for 0.52% of the portfolio, ranked #49.

Klingenstein Fields & Co first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.1M in Q3 2024. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Klingenstein Fields & Co held 141,088 shares of NextEra Energy worth $13.1M as of Q1 2026.
Klingenstein Fields & Co sold 1,383 NextEra Energy shares in Q1 2026, an estimated $123K.
NextEra Energy made up 0.52% of Klingenstein Fields & Co's portfolio in Q1 2026, its #49 holding.
Klingenstein Fields & Co first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
Klingenstein Fields & Co's NextEra Energy position peaked at $13.1M in Q3 2024.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Klingenstein Fields & Co's 13F filing for Q1 2026, filed 13 May 2026.