Back to NEE-PS
Core Wealth Management, Inc. → NEE-PS
Core Wealth Management, Inc. NEE-PS Position History
NEE-PS
Quarters held
4
Latest value
$1.3M
Q3 2026
Peak value
$3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.7M |
| Q1 2026 | $3M |
| Q2 2026 | $2.8M |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 17.5K | — | — |
| Q2 2026 | $2.8M | 32.3K | — | — |
| Q1 2026 | $3M | 32.4K | — | — |
| Q4 2025 | $2.7M | 33.2K | — | — |
Other funds holding NEE-PS
$11.1B
$10.4B
$10.4B
$6.8B
$6.7B
$5.5B
$4.8B