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Disclosery

Klingman & Associates, LLC: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Klingman & Associates, LLC on NEE, newest first. How the timeline and the estimate are built.

Klingman & Associates, LLC held 18,203 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,203 shares
    Change vs previous 13F +199 shares

    0.07% of the 13F portfolio, value $1,597,678.

    13F-HR 0001172661-26-002895 filed by Klingman & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 18,004 shares
    Change vs previous 13F +430 shares

    0.08% of the 13F portfolio, value $1,672,212.

    13F-HR 0001172661-26-001944 filed by Klingman & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,574 shares
    Change vs previous 13F +331 shares

    0.07% of the 13F portfolio, value $1,410,841.

    13F-HR 0001172661-26-000376 filed by Klingman & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 17,243 shares
    Change vs previous 13F -932 shares

    0.07% of the 13F portfolio, value $1,301,675.

    13F-HR 0001172661-25-004438 filed by Klingman & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 18,175 shares
    Change vs previous 13F +1,833 shares

    0.07% of the 13F portfolio, value $1,261,709.

    13F-HR 0001172661-25-002789 filed by Klingman & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,342 shares
    Change vs previous 13F -622 shares

    0.07% of the 13F portfolio, value $1,158,485.

    13F-HR 0001172661-25-001721 filed by Klingman & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 16,964 shares
    Change vs previous 13F -4,549 shares

    0.07% of the 13F portfolio, value $1,216,150.

    13F-HR 0001172661-25-000455 filed by Klingman & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 21,513 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,818,494.

    13F-HR 0001172661-24-004449 filed by Klingman & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).