Klingman & Associates’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
18,175
+1,833
| +11% | +$127K | 0.07% | 101 |
|
|
2025
Q1 | $1.16M | Sell |
16,342
-622
| -4% | -$44.1K | 0.07% | 99 |
|
|
2024
Q4 | $1.22M | Sell |
16,964
-4,549
| -21% | -$326K | 0.07% | 91 |
|
|
2024
Q3 | $1.82M | Buy |
21,513
+5,809
| +37% | +$491K | 0.11% | 79 |
|
|
2024
Q2 | $1.11M | Buy |
15,704
+1,242
| +9% | +$87.9K | 0.08% | 93 |
|
|
2024
Q1 | $924K | Sell |
14,462
-16
| -0.1% | -$1.02K | 0.06% | 104 |
|
|
2023
Q4 | $879K | Buy |
14,478
+431
| +3% | +$26.2K | 0.06% | 101 |
|
|
2023
Q3 | $805K | Sell |
14,047
-578
| -4% | -$33.1K | 0.07% | 100 |
|
|
2023
Q2 | $1.09M | Buy |
14,625
+505
| +4% | +$37.5K | 0.09% | 84 |
|
|
2023
Q1 | $1.09M | Sell |
14,120
-26
| -0.2% | -$2K | 0.09% | 78 |
|
|
2022
Q4 | $1.18M | Sell |
14,146
-61
| -0.4% | -$5.1K | 0.1% | 70 |
|
|
2022
Q3 | $1.11M | Buy |
14,207
+5,684
| +67% | +$446K | 0.11% | 70 |
|
|
2022
Q2 | $660K | Buy |
8,523
+84
| +1% | +$6.51K | 0.06% | 89 |
|
|
2022
Q1 | $715K | Buy |
+8,439
| New | +$715K | 0.06% | 93 |
|
|
2016
Q3 | – | Sell |
-520
| Closed | -$17K | – | 385 |
|
|
2016
Q2 | $17K | Hold |
520
| – | – | 0.01% | 273 |
|
|
2016
Q1 | $15K | Buy |
+520
| New | +$15K | 0.01% | 280 |
|