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Meredith Wealth Planning → NEE-PS
Meredith Wealth Planning NEE-PS Position History
NEE-PS
Quarters held
5
Latest value
$24.2M
Q3 2026
Peak value
$24.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14.4M |
| Q4 2025 | $15.5M |
| Q1 2026 | $23.3M |
| Q2 2026 | $24.9M |
| Q3 2026 | $24.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $24.2M | 718.6K | — | — |
| Q2 2026 | $24.9M | 729.5K | — | — |
| Q1 2026 | $23.3M | 723.5K | — | — |
| Q4 2025 | $15.5M | 489.4K | — | — |
| Q3 2025 | $14.4M | 473.7K | — | — |
Other funds holding NEE-PS
$11.1B
$10.4B
$10.4B
$6.8B
$6.7B
$5.5B
$4.8B