Back to NEE-PS
Wealth Architects, LLC → NEE-PS
Wealth Architects, LLC NEE-PS Position History
NEE-PS
Quarters held
8
Latest value
$275K
Q3 2026
Peak value
$21.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $352K |
| Q4 2025 | $375K |
| Q1 2026 | $5.5M |
| Q1 2026 | $433K |
| Q2 2026 | $16.7M |
| Q2 2026 | $323K |
| Q3 2026 | $21.4M |
| Q3 2026 | $275K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $275K | 3.6K | — | — |
| Q3 2026 | $21.4M | 635.3K | — | — |
| Q2 2026 | $323K | 3.7K | — | — |
| Q2 2026 | $16.7M | 490.4K | — | — |
| Q1 2026 | $433K | 4.7K | — | — |
| Q1 2026 | $5.5M | 169.4K | — | — |
| Q4 2025 | $375K | 4.7K | — | — |
| Q3 2025 | $352K | 4.7K | — | — |
Other funds holding NEE-PS
$11.1B
$10.4B
$10.4B
$6.8B
$6.7B
$5.5B
$4.8B