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Petersen Hastings Wealth Advisors Inc. → NEE-PS

Petersen Hastings Wealth Advisors Inc. NEE-PS Position History

NEE-PS

Quarters held
4
Latest value
$44.5M
Q3 2026
Peak value
$44.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$39.3M
Q1 2026$40.7M
Q2 2026$43.7M
Q3 2026$44.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$44.5M1.32M——
Q2 2026$43.7M1.28M——
Q1 2026$40.7M1.26M——
Q4 2025$39.3M1.24M——

Other funds holding NEE-PS

Other Petersen Hastings Wealth Advisors Inc. positions

HONA

DIMENSIONAL ETF TRUST

$208.5M
HONA

DIMENSIONAL ETF TRUST

$207.6M
HONA

DIMENSIONAL ETF TRUST

$193M
HONA

DIMENSIONAL ETF TRUST

$186.7M
ETHA

ISHARES TR

$111.7M
ETHA

ISHARES TR

$111.2M
ETHA

ISHARES TR

$104.8M
ETHA

ISHARES TR

$101.8M