RWB
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RMR Wealth Builders’s NextEra Energy NEE Stock Holding History

RMR Wealth Builders’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$692K Buy
7,886
+133
+2% +$12K 0.04% 165
2026
Q1 		$720K Sell
7,753
-338
-4% -$30.1K 0.06% 138
2025
Q4 		$650K Sell
8,091
-77
-0.9% -$6.38K 0.05% 151
2025
Q3 		$617K Buy
8,168
+526
+7% +$38.4K 0.05% 148
2025
Q2 		$530K Sell
7,642
-414
-5% -$28.8K 0.05% 158
2025
Q1 		$571K Sell
8,056
-582
-7% -$41.1K 0.06% 143
2024
Q4 		$619K Sell
8,638
-1,393
-14% -$108K 0.06% 138
2024
Q3 		$848K Buy
10,031
+566
+6% +$44.2K 0.09% 113
2024
Q2 		$670K Buy
9,465
+4,270
+82% +$303K 0.08% 130
2024
Q1 		$332K Sell
5,195
-8,944
-63% -$524K 0.04% 201
2023
Q4 		$859K Buy
14,139
+298
+2% +$17K 0.12% 97
2023
Q3 		$793K Buy
13,841
+3,617
+35% +$250K 0.13% 89
2023
Q2 		$759K Buy
10,224
+164
+2% +$12.4K 0.13% 80
2023
Q1 		$775K Buy
+10,060
New +$774K 0.15% 76
2021
Q4 		– Sell
-3,896
Closed -$306K – 180
2021
Q3 		$306K Buy
3,896
+130
+3% +$10.5K 0.09% 136
2021
Q2 		$276K Sell
3,766
-5,854
-61% -$439K 0.09% 144
2021
Q1 		$727K Buy
9,620
+5,618
+140% +$438K 0.19% 76
2020
Q4 		$309K Sell
4,002
-11,954
-75% -$894K 0.15% 107
2020
Q3 		$1.11M Buy
15,956
+13,000
+440% +$897K 0.29% 60
2020
Q2 		$177K Buy
+2,956
New +$177K 0.16% 121
2019
Q4 		$230K Buy
+3,804
New +$222K 0.22% 101

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

RMR Wealth Builders's NEE Position: Q2 2026 in Review

RMR Wealth Builders increased its NextEra Energy (NEE) stake by 1.7% in Q2 2026, buying an estimated $12K and bringing the position to 7,886 shares worth $692K. The position accounts for 0.04% of the portfolio, ranked #165.

RMR Wealth Builders first reported a position in NEE in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.11M in Q3 2020. 1,050 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • RMR Wealth Builders held 7,886 shares of NextEra Energy worth $692K as of Q2 2026.
  • RMR Wealth Builders bought 133 NextEra Energy shares in Q2 2026, an estimated $12K.
  • NextEra Energy made up 0.04% of RMR Wealth Builders's portfolio in Q2 2026, its #165 holding.
  • RMR Wealth Builders first reported a position in NextEra Energy in Q4 2019 and has held it in 21 quarters since.
  • RMR Wealth Builders's NextEra Energy position peaked at $1.11M in Q3 2020.
  • 1,050 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.