Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$729,193
-$266,387 QoQ
Shares Held
8,308
-22.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,780
of 3,000 holders
Holding Since
Jun 2025
5 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, 2026QUEST INVESTMENT MANAGEMENT LLC holds $934,408 across 2 Utilities - Regulated Electric names. NEE ranks #1 (78.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
8,308 | $729,193 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,500 | $205,215 |
All Filings in NEE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $729,193 | 8,308 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $995,580 | 10,719 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $908,207 | 11,313 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $931,697 | 12,342 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $898,503 | 12,943 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||