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HMV Wealth Advisors, LLC → NEE-PS

HMV Wealth Advisors, LLC NEE-PS Position History

NEE-PS

Quarters held
4
Latest value
$8.2M
Q3 2026
Peak value
$8.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$5.5M
Q1 2026$6.3M
Q2 2026$7.7M
Q3 2026$8.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8.2M242.0K——
Q2 2026$7.7M226.3K——
Q1 2026$6.3M194.2K——
Q4 2025$5.5M174.5K——

Other funds holding NEE-PS

Other HMV Wealth Advisors, LLC positions

ETHA

ISHARES TR

$16.1M
ETHA

ISHARES TR

$15.2M
VGES

VANGUARD INDEX FDS

$14.3M
VGES

VANGUARD INDEX FDS

$14.3M
ETHA

ISHARES TR

$13.9M
VGES

VANGUARD INDEX FDS

$13.2M
ETHA

ISHARES TR

$13.1M
VGES

VANGUARD INDEX FDS

$13.1M