SIMON QUICK ADVISORS, LLC

Position in NEE — Nextera Energy Inc

CIK 1692038 MORRISTOWN, NJ

Position in NEE

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$264,363

-$587,096 QoQ

Shares Held

3,012

-74.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,505

of 3,000 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 50% Shared 0% None 50%

Utilities · as of Jun 30, 2026

SIMON QUICK ADVISORS, LLC holds $5,408,621 across 5 Utilities - Regulated Electric names. NEE ranks #5 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XEL	Xcel Energy Inc	53,108	$4,264,572
2	PEG	Public Service Enterprise Group Inc	3,999	$324,558
3	IMSR	Terrestrial Energy Inc. /DE/	40,000	$283,200
4	ED	Consolidated Edison Inc	2,458	$271,928
5	NEE	Nextera Energy Inc This page	3,012	$264,363

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$264,363	3,012	-74.9%	Shares	Sole	2026-07-28
2025-03-31	$851,459	12,011	+16.2%	Shares	Sole	2025-04-15
2024-12-31	$740,844	10,334	+3.3%	Shares	Sole	2025-01-17
2024-09-30	$845,300	10,000	+34.0%	Shares	Sole	2024-10-15
2024-06-30	$528,525	7,464	+65.6%	Shares	Sole	2024-08-02
2024-03-31	$287,978	4,506	+28.4%	Shares	Sole	2024-04-19
2023-12-31	$213,197	3,510	-40.8%	Shares	Sole	2024-01-16
2023-09-30	$339,672	5,929	+14.6%	Shares	Sole	2023-10-24
2023-06-30	$383,836	5,173	+0.5%	Shares	Sole	2023-08-01
2023-03-31	$396,730	5,147	+5.5%	Shares	Sole	2023-05-15
2022-12-31	$407,800	4,878	+2481.0%	Shares	Sole	2023-01-30
2021-09-30	$14,840	189	+425.0%	Shares	Sole	2021-10-27
2021-06-30	$2,638	36	-95.5%	Shares	Sole	2021-07-21
2021-03-31	$61,017	807	+0.5%	Shares	Sole	2021-05-06
2020-12-31	$61,951	803	+143.3%	Shares	Sole	2021-01-27
2020-09-30	$91,594	330	+1220.0%	Shares	Sole	2020-10-26
2020-06-30	$6,004	25	-70.6%	Shares	Sole	2020-08-04
2020-03-31	$20,452	85	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.