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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
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% +$6.39K 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Klingman & Associates's NEE Position: Q1 2026 in Review

Klingman & Associates increased its NextEra Energy (NEE) stake by 2.4% in Q1 2026, buying an estimated $38.2K and bringing the position to 18,004 shares worth $1.67M. The position accounts for 0.08% of the portfolio, ranked #96.

Klingman & Associates first reported a position in NEE in Q1 2016 and has held it in 19 quarters since. The position peaked at $1.82M in Q3 2024. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Klingman & Associates held 18,004 shares of NextEra Energy worth $1.67M as of Q1 2026.
  • Klingman & Associates bought 430 NextEra Energy shares in Q1 2026, an estimated $38.2K.
  • NextEra Energy made up 0.08% of Klingman & Associates's portfolio in Q1 2026, its #96 holding.
  • Klingman & Associates first reported a position in NextEra Energy in Q1 2016 and has held it in 19 quarters since.
  • Klingman & Associates's NextEra Energy position peaked at $1.82M in Q3 2024.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.