Klingman & Associates
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Klingman & Associates’s NextEra Energy NEE Stock Holding History

Klingman & Associates’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
Q3 		$1.37M Sell
18,119
-84
-0.5% -$7.1K 0.06% 115
2026
Q2 		$1.6M Buy
18,203
+199
+1% +$18K 0.07% 103
2026
Q1 		$1.67M Buy
18,004
+430
+2% +$38.2K 0.08% 96
2025
Q4 		$1.41M Buy
17,574
+331
+2% +$27.4K 0.07% 106
2025
Q3 		$1.3M Sell
17,243
-932
-5% -$68.1K 0.07% 106
2025
Q2 		$1.26M Buy
18,175
+1,833
+11% +$127K 0.07% 101
2025
Q1 		$1.16M Sell
16,342
-622
-4% -$43.9K 0.07% 99
2024
Q4 		$1.22M Sell
16,964
-4,549
-21% -$353K 0.07% 91
2024
Q3 		$1.82M Buy
21,513
+5,809
+37% +$453K 0.11% 79
2024
Q2 		$1.11M Buy
15,704
+1,242
+9% +$88.1K 0.08% 94
2024
Q1 		$924K Sell
14,462
-16
-0.1% -$937 0.06% 105
2023
Q4 		$879K Buy
14,478
+431
+3% +$24.6K 0.06% 101
2023
Q3 		$805K Sell
14,047
-578
-4% -$40K 0.07% 100
2023
Q2 		$1.09M Buy
14,625
+505
+4% +$38.2K 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% -$4.93K 0.1% 70
2022
Q3 		$1.11M Buy
14,207
+5,684
+67% +$482K 0.11% 70
2022
Q2 		$660K Buy
8,523
+84
+1% +$6.4K 0.06% 89
2022
Q1 		$715K Buy
+8,439
New +$676K 0.06% 93
2016
Q3 		– Sell
-520
Closed -$17K – 385
2016
Q2 		$17K Hold
520
– – 0.01% 273
2016
Q1 		$15K Buy
+520
New +$14.6K 0.01% 280

Other funds holding NEE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Klingman & Associates's NEE Position: Q3 2026 in Review

Klingman & Associates reduced its NextEra Energy (NEE) stake by 0.46% in Q3 2026, selling an estimated $7.1K and leaving 18,119 shares worth $1.37M. The position accounts for 0.06% of the portfolio, ranked #115.

Klingman & Associates first reported a position in NEE in Q1 2016 and has held it in 21 quarters since. The position peaked at $1.82M in Q3 2024. 884 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Klingman & Associates held 18,119 shares of NextEra Energy worth $1.37M as of Q3 2026.
  • Klingman & Associates sold 84 NextEra Energy shares in Q3 2026, an estimated $7.1K.
  • NextEra Energy made up 0.06% of Klingman & Associates's portfolio in Q3 2026, its #115 holding.
  • Klingman & Associates first reported a position in NextEra Energy in Q1 2016 and has held it in 21 quarters since.
  • Klingman & Associates's NextEra Energy position peaked at $1.82M in Q3 2024.
  • 884 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.