RWB
RMR Wealth Builders’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Sell |
7,642
-414
| -5% | -$28.7K | 0.05% | 158 |
|
|
2025
Q1 | $571K | Sell |
8,056
-582
| -7% | -$41.3K | 0.06% | 143 |
|
|
2024
Q4 | $619K | Sell |
8,638
-1,393
| -14% | -$99.9K | 0.06% | 138 |
|
|
2024
Q3 | $848K | Buy |
10,031
+566
| +6% | +$47.8K | 0.09% | 113 |
|
|
2024
Q2 | $670K | Buy |
9,465
+4,270
| +82% | +$302K | 0.08% | 130 |
|
|
2024
Q1 | $332K | Sell |
5,195
-8,944
| -63% | -$572K | 0.04% | 201 |
|
|
2023
Q4 | $859K | Buy |
14,139
+298
| +2% | +$18.1K | 0.12% | 97 |
|
|
2023
Q3 | $793K | Buy |
13,841
+3,617
| +35% | +$207K | 0.13% | 89 |
|
|
2023
Q2 | $759K | Buy |
10,224
+164
| +2% | +$12.2K | 0.13% | 80 |
|
|
2023
Q1 | $775K | Buy |
+10,060
| New | +$775K | 0.15% | 76 |
|
|
2021
Q4 | – | Sell |
-3,896
| Closed | -$306K | – | 180 |
|
|
2021
Q3 | $306K | Buy |
3,896
+130
| +3% | +$10.2K | 0.09% | 136 |
|
|
2021
Q2 | $276K | Sell |
3,766
-5,854
| -61% | -$429K | 0.09% | 144 |
|
|
2021
Q1 | $727K | Buy |
9,620
+5,618
| +140% | +$425K | 0.19% | 76 |
|
|
2020
Q4 | $309K | Buy |
4,002
+13
| +0.3% | -$923K | 0.15% | 107 |
|
|
2020
Q3 | $1.11M | Buy |
3,989
+3,250
| +440% | +$902K | 0.29% | 60 |
|
|
2020
Q2 | $177K | Buy |
+739
| New | +$177K | 0.16% | 121 |
|
|
2019
Q4 | $230K | Buy |
+951
| New | +$230K | 0.22% | 101 |
|