Back to NEE-PS
Forum Financial Management, LP → NEE-PS
Forum Financial Management, LP NEE-PS Position History
NEE-PS
Quarters held
22
Latest value
$3.2M
Q3 2026
Peak value
$206.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $171.9M |
| Q3 2025 | $640K |
| Q3 2025 | $5.7M |
| Q3 2025 | $8.3M |
| Q3 2025 | $3.1M |
| Q4 2025 | $180.5M |
| Q4 2025 | $684K |
| Q4 2025 | $6.1M |
| Q4 2025 | $8.7M |
| Q4 2025 | $3.3M |
| Q1 2026 | $191.9M |
| Q1 2026 | $784K |
| Q1 2026 | $6.5M |
| Q1 2026 | $3.2M |
| Q2 2026 | $206.2M |
| Q2 2026 | $749K |
| Q2 2026 | $7.5M |
| Q2 2026 | $3.4M |
| Q3 2026 | $205.8M |
| Q3 2026 | $652K |
| Q3 2026 | $7.8M |
| Q3 2026 | $3.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.2M | 96.3K | — | — |
| Q3 2026 | $7.8M | 230.7K | — | — |
| Q3 2026 | $652K | 8.6K | — | — |
| Q3 2026 | $205.8M | 6.11M | — | — |
| Q2 2026 | $3.4M | 99.2K | — | — |
| Q2 2026 | $7.5M | 219.5K | — | — |
| Q2 2026 | $749K | 8.5K | — | — |
| Q2 2026 | $206.2M | 6.04M | — | — |
| Q1 2026 | $3.2M | 99.0K | — | — |
| Q1 2026 | $6.5M | 203.2K | — | — |
| Q1 2026 | $784K | 8.4K | — | — |
| Q1 2026 | $191.9M | 5.96M | — | — |
| Q4 2025 | $3.3M | 103.4K | — | — |
| Q4 2025 | $8.7M | 273.8K | — | — |
| Q4 2025 | $6.1M | 192.1K | — | — |
| Q4 2025 | $684K | 8.5K | — | — |
| Q4 2025 | $180.5M | 5.70M | — | — |
| Q3 2025 | $3.1M | 103.6K | — | — |
| Q3 2025 | $8.3M | 273.3K | — | — |
| Q3 2025 | $5.7M | 186.2K | — | — |
| Q3 2025 | $640K | 8.5K | — | — |
| Q3 2025 | $171.9M | 5.66M | — | — |
Other funds holding NEE-PS
$11.1B
$10.4B
$10.4B
$6.8B
$6.7B
$5.5B
$4.8B
$3.6B