RMR Wealth Builders’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$530K Sell
2025
Q1
$571K Sell
2024
Q4
$619K Sell
2024
Q3
$848K Buy
2024
Q2
$670K Buy
2024
Q1
$332K Sell
2023
Q4
$859K Buy
2023
Q3
$793K Buy
2023
Q2
$759K Buy
2023
Q1
$775K Buy
2021
Q4
Sell
2021
Q3
$306K Buy
2021
Q2
$276K Sell
2021
Q1
$727K Buy
2020
Q4
$309K Sell
2020
Q3
$1.11M Buy
2020
Q2
$177K Buy
2019
Q4
$230K Buy