SIMON QUICK ADVISORS, LLC: NEE position timeline

SIMON QUICK ADVISORS, LLC held 3,012 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,012 shares

   Change vs previous 13F +3,012 shares

   0.01% of the 13F portfolio, value $264,405.

   13F-HR 0001692038-26-000006 filed by SIMON QUICK ADVISORS, LLC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-06-30

   13F/A 0 shares

   Change vs previous 13F -12,011 shares

   13F-HR/A 0001692038-25-000012 filed by SIMON QUICK ADVISORS, LLC
   Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-03-31

   13F 12,011 shares

   Change vs previous 13F +1,677 shares

   0.05% of the 13F portfolio, value $851,452.

   13F-HR 0001692038-25-000007 filed by SIMON QUICK ADVISORS, LLC
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 10,334 shares

   Change vs previous 13F +334 shares

   0.04% of the 13F portfolio, value $740,861.

   13F-HR 0001692038-25-000001 filed by SIMON QUICK ADVISORS, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 10,000 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $845,316.

   13F-HR 0001692038-24-000008 filed by SIMON QUICK ADVISORS, LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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