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FAMILY WEALTH PARTNERS, LLC → NEE-PS

FAMILY WEALTH PARTNERS, LLC NEE-PS Position History

NEE-PS

Quarters held
5
Latest value
$13.3M
Q3 2026
Peak value
$13.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$9.5M
Q4 2025$9.7M
Q1 2026$11.4M
Q2 2026$12.9M
Q3 2026$13.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$13.3M395.2K——
Q2 2026$12.9M377.8K——
Q1 2026$11.4M353.1K——
Q4 2025$9.7M305.8K——
Q3 2025$9.5M313.9K——

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