Back to NEE-PS

FINANCIAL CONSULATE, INC → NEE-PS

FINANCIAL CONSULATE, INC NEE-PS Position History

NEE-PS

Quarters held
8
Latest value
$147K
Q3 2026
Peak value
$44.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$37.8M
Q4 2025$153K
Q1 2026$39.8M
Q1 2026$192K
Q2 2026$44.4M
Q2 2026$177K
Q3 2026$43.8M
Q3 2026$147K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$147K1.9K——
Q3 2026$43.8M1.30M——
Q2 2026$177K2.0K——
Q2 2026$44.4M1.30M——
Q1 2026$192K2.1K——
Q1 2026$39.8M1.24M——
Q4 2025$153K1.9K——
Q4 2025$37.8M1.20M——

Other funds holding NEE-PS

Other FINANCIAL CONSULATE, INC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$157M
SCHW-PJ

SCHWAB STRATEGIC TR

$155M
SCHW-PJ

SCHWAB STRATEGIC TR

$140M
SCHW-PJ

SCHWAB STRATEGIC TR

$133.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$53.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$53.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$45.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$43.8M