Position in NEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,597,677
-$74,534 QoQ
Shares Held
18,203
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,344
of 2,993 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Klingman & Associates, LLC holds $3,946,831 across 7 Utilities - Regulated Electric names. NEE ranks #1 (40.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
18,203 | $1,597,677 | |
| 2 | ED |
Consolidated Edison Inc
|
6,711 | $742,437 | |
| 3 | SO |
Southern Co
|
5,015 | $479,985 | |
| 4 | LNT |
Alliant Energy Corp
|
5,559 | $424,096 | |
| 5 | DUK |
Duke Energy CORP
|
2,237 | $283,159 | |
| 6 | CNP |
Centerpoint Energy Inc
|
4,772 | $210,158 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,530 | $209,319 |
All Filings in NEE
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,597,677 | 18,203 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,672,211 | 18,004 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,410,840 | 17,574 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,301,674 | 17,243 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,261,708 | 18,175 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,158,484 | 16,342 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,216,149 | 16,964 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,818,493 | 21,513 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,112,000 | 15,704 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $924,266 | 14,462 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $879,393 | 14,478 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $804,752 | 14,047 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,085,175 | 14,625 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,088,369 | 14,120 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,182,605 | 14,146 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,113,970 | 14,207 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $660,191 | 8,523 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $714,867 | 8,439 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||