Back to NEE-PS
True Wealth Design, LLC → NEE-PS
True Wealth Design, LLC NEE-PS Position History
NEE-PS
Quarters held
10
Latest value
$324K
Q3 2026
Peak value
$17M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13.9M |
| Q3 2025 | $47K |
| Q4 2025 | $14.1M |
| Q4 2025 | $49K |
| Q1 2026 | $14.8M |
| Q1 2026 | $450K |
| Q2 2026 | $17M |
| Q2 2026 | $414K |
| Q3 2026 | $16.9M |
| Q3 2026 | $324K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $324K | 4.3K | — | — |
| Q3 2026 | $16.9M | 501.0K | — | — |
| Q2 2026 | $414K | 4.7K | — | — |
| Q2 2026 | $17M | 498.5K | — | — |
| Q1 2026 | $450K | 4.8K | — | — |
| Q1 2026 | $14.8M | 459.1K | — | — |
| Q4 2025 | $49K | 616 | — | — |
| Q4 2025 | $14.1M | 446.5K | — | — |
| Q3 2025 | $47K | 625 | — | — |
| Q3 2025 | $13.9M | 456.8K | — | — |
Other funds holding NEE-PS
$11.1B
$10.4B
$10.4B
$6.8B
$6.7B
$5.5B
$4.8B
$3.6B