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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
PeriodPosition 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

QuarterValueShares% PortfolioChange
Q3 2026$855K25.4K——
Q2 2026$7.3M213.1K——
Q1 2026$7.2M223.7K——
Q4 2025$7.1M222.7K——
Q3 2025$6.6M217.7K——

Other funds holding NEE-PS

Other CogentBlue Wealth Advisors, LLC positions

ETHA

ISHARES TR

$10.6M
ETHA

ISHARES TR

$10.5M
VGES

VANGUARD SCOTTSDALE FDS

$10.3M
VGES

VANGUARD SCOTTSDALE FDS

$10.2M
VGES

VANGUARD SCOTTSDALE FDS

$9.9M
VGES

VANGUARD SCOTTSDALE FDS

$9.6M
VGES

VANGUARD SCOTTSDALE FDS

$9.6M
ETHA

ISHARES TR

$8.9M