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Stack Financial Management, Inc → NEE-PS

Stack Financial Management, Inc NEE-PS Position History

NEE-PS

Quarters held
5
Latest value
$23.4M
Q3 2026
Peak value
$28.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$23.6M
Q4 2025$24.8M
Q1 2026$28.7M
Q2 2026$27.3M
Q3 2026$23.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$23.4M309.5K——
Q2 2026$27.3M311.3K——
Q1 2026$28.7M309.0K——
Q4 2025$24.8M308.6K——
Q3 2025$23.6M312.0K——

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