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Bullock Wealth Management Group → NEE-PS
Bullock Wealth Management Group NEE-PS Position History
NEE-PS
Quarters held
21
Latest value
$352K
Q3 2026
Peak value
$1.2M
First seen
Q3 2021
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2021 | $1.1M |
| Q4 2021 | $1.2M |
| Q1 2022 | $1.1M |
| Q2 2022 | $1M |
| Q3 2022 | $1.1M |
| Q4 2022 | $959K |
| Q1 2023 | $742K |
| Q2 2023 | $712K |
| Q3 2023 | $464K |
| Q4 2023 | $522K |
| Q1 2024 | $429K |
| Q2 2024 | $427K |
| Q3 2024 | $523K |
| Q4 2024 | $447K |
| Q1 2025 | $383K |
| Q2 2025 | $397K |
| Q3 2025 | $426K |
| Q4 2025 | $434K |
| Q1 2026 | $502K |
| Q2 2026 | $469K |
| Q3 2026 | $352K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $352K | 4.6K | — | — |
| Q2 2026 | $469K | 5.4K | — | — |
| Q1 2026 | $502K | 5.4K | — | — |
| Q4 2025 | $434K | 5.4K | — | — |
| Q3 2025 | $426K | 5.4K | — | — |
| Q2 2025 | $397K | 5.4K | — | — |
| Q1 2025 | $383K | 5.4K | — | — |
| Q4 2024 | $447K | 6.2K | — | — |
| Q3 2024 | $523K | 6.1K | — | — |
| Q2 2024 | $427K | 6.1K | — | — |
| Q1 2024 | $429K | 6.8K | — | — |
| Q4 2023 | $522K | 8.6K | — | — |
| Q3 2023 | $464K | 8.9K | — | — |
| Q2 2023 | $712K | 9.6K | — | — |
| Q1 2023 | $742K | 9.7K | — | — |
| Q4 2022 | $959K | 11.5K | — | — |
| Q3 2022 | $1.1M | 54.0K | — | — |
| Q2 2022 | $1M | 12.6K | — | — |
| Q1 2022 | $1.1M | 12.6K | — | — |
| Q4 2021 | $1.2M | 12.9K | — | — |
| Q3 2021 | $1.1M | 13.6K | — | — |
Other funds holding NEE-PS
$11.1B
$10.4B
$10.4B
$6.8B
$6.7B
$5.5B
$4.8B
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