Position in NEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,213,538
-$303,534 QoQ
Shares Held
59,400
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#777
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cohen Klingenstein LLC holds $11,125,555 across 7 Utilities - Regulated Electric names. NEE ranks #1 (46.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
59,400 | $5,213,538 | |
| 2 | SO |
Southern Co
|
21,800 | $2,086,478 | |
| 3 | D |
Dominion Energy, Inc
|
18,700 | $1,277,023 | |
| 4 | ED |
Consolidated Edison Inc
|
6,900 | $763,347 | |
| 5 | AEP |
American Electric Power Co Inc
|
5,500 | $752,455 | |
| 6 | XEL |
Xcel Energy Inc
|
8,100 | $650,430 | |
| 7 | EXC |
Exelon Corp
|
8,200 | $382,284 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,213,538 | 59,400 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,517,072 | 59,400 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $4,768,632 | 59,400 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,484,106 | 59,400 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $4,123,548 | 59,400 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $4,210,866 | 59,400 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $4,258,386 | 59,400 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,021,082 | 59,400 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,206,114 | 59,400 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,796,254 | 59,400 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $3,607,956 | 59,400 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $3,403,026 | 59,400 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,407,480 | 59,400 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $4,578,552 | 59,400 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $4,965,840 | 59,400 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $4,657,554 | 59,400 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $4,601,124 | 59,400 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $5,031,774 | 59,400 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $5,545,584 | 59,400 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $4,664,088 | 59,400 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $3,400,192 | 46,400 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $3,508,304 | 46,400 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $3,579,760 | 46,400 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $3,219,696 | 11,600 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $2,785,972 | 11,600 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $2,791,192 | 11,600 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||