Back to NEE-PS
Aprio Wealth Management, LLC → NEE-PS
Aprio Wealth Management, LLC NEE-PS Position History
NEE-PS
Quarters held
10
Latest value
$984K
Q3 2026
Peak value
$77.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $68.4M |
| Q3 2025 | $692K |
| Q4 2025 | $74.7M |
| Q4 2025 | $890K |
| Q1 2026 | $77.2M |
| Q1 2026 | $1.1M |
| Q2 2026 | $77.2M |
| Q2 2026 | $1M |
| Q3 2026 | $50.7M |
| Q3 2026 | $984K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $984K | 13.0K | — | — |
| Q3 2026 | $50.7M | 1.51M | — | — |
| Q2 2026 | $1M | 12.0K | — | — |
| Q2 2026 | $77.2M | 2.26M | — | — |
| Q1 2026 | $1.1M | 12.0K | — | — |
| Q1 2026 | $77.2M | 2.40M | — | — |
| Q4 2025 | $890K | 11.1K | — | — |
| Q4 2025 | $74.7M | 2.36M | — | — |
| Q3 2025 | $692K | 9.2K | — | — |
| Q3 2025 | $68.4M | 2.25M | — | — |
Other funds holding NEE-PS
$11.1B
$10.4B
$10.4B
$6.8B
$6.7B
$5.5B
$4.8B