Simon Quick Advisors
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Simon Quick Advisors’s NextEra Energy NEE Stock Holding History

Simon Quick Advisors’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$243K Buy
3,206
+194
+6% +$16.4K 0.01% 406
2026
Q2 		$264K Buy
+3,012
New +$272K 0.01% 351
2025
Q2 		– Sell
-12,011
Closed -$851K – 542
2025
Q1 		$851K Buy
12,011
+1,677
+16% +$118K 0.05% 187
2024
Q4 		$741K Buy
10,334
+334
+3% +$25.9K 0.04% 191
2024
Q3 		$845K Buy
10,000
+2,536
+34% +$198K 0.05% 176
2024
Q2 		$529K Buy
7,464
+2,958
+66% +$210K 0.04% 212
2024
Q1 		$288K Buy
4,506
+996
+28% +$58.3K 0.02% 308
2023
Q4 		$213K Sell
3,510
-2,419
-41% -$138K 0.02% 305
2023
Q3 		$340K Buy
5,929
+756
+15% +$52.3K 0.03% 215
2023
Q2 		$384K Buy
5,173
+26
+0.5% +$1.97K 0.04% 179
2023
Q1 		$397K Buy
5,147
+269
+6% +$20.7K 0.04% 172
2022
Q4 		$408K Buy
+4,878
New +$394K 0.05% 148
2021
Q4 		– Sell
-189
Closed -$14K – 404
2021
Q3 		$14K Buy
189
+153
+425% +$12.3K ﹤0.01% 336
2021
Q2 		$2K Sell
36
-771
-96% -$57.9K ﹤0.01% 424
2021
Q1 		$61K Buy
807
+4
+0.5% +$312 0.02% 212
2020
Q4 		$62K Sell
803
-517
-39% -$38.7K 0.02% 185
2020
Q3 		$92K Buy
1,320
+1,220
+1,220% +$84.2K 0.03% 139
2020
Q2 		$6K Sell
100
-240
-71% -$14.4K ﹤0.01% 347
2020
Q1 		$20K Buy
340
+40
+13% +$2.51K 0.01% 283
2019
Q4 		$18K Buy
300
+172
+134% +$10K 0.01% 335
2019
Q3 		$7K Sell
128
-176
-58% -$9.5K ﹤0.01% 279
2019
Q2 		$15.6K Sell
304
-496
-62% -$24.4K 0.01% 197
2019
Q1 		$39K Buy
+800
New +$36.6K 0.02% 233
2018
Q3 		– Sell
-256
Closed -$10K – 330
2018
Q2 		$10K Sell
256
-148
-37% -$5.98K ﹤0.01% 266
2018
Q1 		$17K Buy
404
+84
+26% +$3.24K 0.01% 214
2017
Q4 		$13K Buy
+320
New +$12.4K 0.01% 321
2017
Q1 		– Sell
-18,000
Closed -$538K – 366
2016
Q4 		$538K Buy
+18,000
New +$538K 0.4% 54

Other funds holding NEE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Simon Quick Advisors's NEE Position: Q3 2026 in Review

Simon Quick Advisors increased its NextEra Energy (NEE) stake by 6.4% in Q3 2026, buying an estimated $16.4K and bringing the position to 3,206 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #406.

Simon Quick Advisors first reported a position in NEE in Q4 2016 and has held it in 27 quarters since. The position peaked at $851K in Q1 2025. 1,104 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Simon Quick Advisors held 3,206 shares of NextEra Energy worth $243K as of Q3 2026.
  • Simon Quick Advisors bought 194 NextEra Energy shares in Q3 2026, an estimated $16.4K.
  • NextEra Energy made up 0.01% of Simon Quick Advisors's portfolio in Q3 2026, its #406 holding.
  • Simon Quick Advisors first reported a position in NextEra Energy in Q4 2016 and has held it in 27 quarters since.
  • Simon Quick Advisors's NextEra Energy position peaked at $851K in Q1 2025.
  • 1,104 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.