Back to NEE-PS
CogentBlue Wealth Advisors, LLC → NEE-PS
CogentBlue Wealth Advisors, LLC NEE-PS Position History
NEE-PS
Quarters held
5
Latest value
$855K
Q3 2026
Peak value
$7.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.6M |
| Q4 2025 | $7.1M |
| Q1 2026 | $7.2M |
| Q2 2026 | $7.3M |
| Q3 2026 | $855K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $855K | 25.4K | — | — |
| Q2 2026 | $7.3M | 213.1K | — | — |
| Q1 2026 | $7.2M | 223.7K | — | — |
| Q4 2025 | $7.1M | 222.7K | — | — |
| Q3 2025 | $6.6M | 217.7K | — | — |
Other funds holding NEE-PS
$11.1B
$10.4B
$10.4B
$6.8B
$6.7B
$5.5B
$4.8B