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WEBSTERROGERS FINANCIAL ADVISORS, LLC → NEE-PS

WEBSTERROGERS FINANCIAL ADVISORS, LLC NEE-PS Position History

NEE-PS

Quarters held
4
Latest value
$20.6M
Q3 2026
Peak value
$20.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$17M
Q1 2026$18M
Q2 2026$20.2M
Q3 2026$20.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$20.6M610.4K——
Q2 2026$20.2M591.9K——
Q1 2026$18M557.3K——
Q4 2025$17M538.3K——

Other funds holding NEE-PS

Other WEBSTERROGERS FINANCIAL ADVISORS, LLC positions

VGES

VANGUARD INDEX FDS

$38.7M
VGES

VANGUARD INDEX FDS

$35.9M
VGES

VANGUARD INDEX FDS

$30.2M
VGES

VANGUARD INDEX FDS

$28.6M
BX

VANGUARD SPECIALIZED FUNDS

$17.1M
BX

VANGUARD SPECIALIZED FUNDS

$16.6M
VGES

VANGUARD SCOTTSDALE FDS

$15.4M
VGES

VANGUARD SCOTTSDALE FDS

$14.8M
WEBSTERROGERS FINANCIAL ADVISORS, LLC NEE-PS Holdings: 13F Position History | Track13F