Back to NEE-PS
United Wealth Management, LLC → NEE-PS
United Wealth Management, LLC NEE-PS Position History
NEE-PS
Quarters held
5
Latest value
$11.9M
Q3 2026
Peak value
$11.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.8M |
| Q4 2025 | $10.6M |
| Q1 2026 | $11M |
| Q2 2026 | $11.8M |
| Q3 2026 | $11.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.9M | 352.5K | — | — |
| Q2 2026 | $11.8M | 346.8K | — | — |
| Q1 2026 | $11M | 341.6K | — | — |
| Q4 2025 | $10.6M | 333.9K | — | — |
| Q3 2025 | $9.8M | 323.1K | — | — |
Other funds holding NEE-PS
$11.1B
$10.4B
$10.4B
$6.8B
$6.7B
$5.5B
$4.8B