Klingman & Associates’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.3M | Sell |
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|
2025
Q2 | $1.26M | Buy |
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|
2025
Q1 | $1.16M | Sell |
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|
2024
Q4 | $1.22M | Sell |
|
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|
2024
Q3 | $1.82M | Buy |
|
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $924K | Sell |
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|
2023
Q4 | $879K | Buy |
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|
2023
Q3 | $805K | Sell |
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|
2023
Q2 | $1.09M | Buy |
|
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $1.18M | Sell |
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|
2022
Q3 | $1.11M | Buy |
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|
2022
Q2 | $660K | Buy |
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|
2022
Q1 | $715K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $17K | Hold |
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|
2016
Q1 | $15K | Buy |
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