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Kaufman Rossin Wealth, LLC → NEE-PS

Kaufman Rossin Wealth, LLC NEE-PS Position History

NEE-PS

Quarters held
4
Latest value
$9.4M
Q3 2026
Peak value
$9.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6.8M
Q1 2026$7.7M
Q2 2026$9.3M
Q3 2026$9.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9.4M279.6K——
Q2 2026$9.3M273.5K——
Q1 2026$7.7M239.1K——
Q4 2025$6.8M215.6K——

Other funds holding NEE-PS

Other Kaufman Rossin Wealth, LLC positions

ETHA

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$27.7M
ETHA

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$25.7M
ETHA

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$19M
ETHA

ISHARES TR

$18.6M
ETHA

ISHARES TR

$9.4M
ETHA

ISHARES TR

$9.2M
ETHA

ISHARES TR

$7.6M
ETHA

ISHARES TR

$7.1M