RMR Wealth Builders

Position in NEE — Nextera Energy Inc

CIK 1803848 Montclair, NJ

Position in NEE

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$692,154

-$27,944 QoQ

Shares Held

7,886

+1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,817

of 3,000 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

RMR Wealth Builders holds $6,852,762 across 4 Utilities - Regulated Electric names. NEE ranks #3 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	34,288	$4,340,175
2	PEG	Public Service Enterprise Group Inc	15,845	$1,285,980
3	NEE	Nextera Energy Inc This page	7,886	$692,154
4	ED	Consolidated Edison Inc	4,831	$534,453

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$692,154	7,886	+1.7%	Shares	Sole	2026-07-24
2026-03-31	$720,098	7,753	-4.2%	Shares	Sole	2026-04-22
2025-12-31	$649,545	8,091	-0.9%	Shares	Sole	2026-01-29
2025-09-30	$616,602	8,168	+6.9%	Shares	Sole	2025-11-05
2025-06-30	$530,507	7,642	-5.1%	Shares	Sole	2025-07-08
2025-03-31	$571,089	8,056	-6.7%	Shares	Sole	2025-04-16
2024-12-31	$619,258	8,638	-13.9%	Shares	Sole	2025-01-14
2024-09-30	$847,920	10,031	+6.0%	Shares	Sole	2024-10-21
2024-06-30	$670,216	9,465	+82.2%	Shares	Sole	2024-07-23
2024-03-31	$332,012	5,195	-63.3%	Shares	Sole	2024-04-15
2023-12-31	$858,802	14,139	+2.2%	Shares	Sole	2024-02-06
2023-09-30	$792,950	13,841	+35.4%	Shares	Sole	2023-10-23
2023-06-30	$758,620	10,224	+1.6%	Shares	Sole	2023-07-21
2023-03-31	$775,424	10,060	+158.2%	Shares	Sole	2023-04-11
2021-09-30	$305,913	3,896	+3.5%	Shares	Sole	2021-10-18
2021-06-30	$275,972	3,766	-60.9%	Shares	Sole	2021-08-16
2021-03-31	$727,368	9,620	+140.4%	Shares	Sole	2021-05-13
2020-12-31	$308,754	4,002	+0.3%	Shares	Sole	2021-02-26
2020-09-30	$1,107,186	3,989	+439.8%	Shares	Sole	2020-11-13
2020-06-30	$177,485	739	—	Shares	Sole	2020-08-19
No filing history on record for this holder in this stock.