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Disclosery

RMR Wealth Builders: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RMR Wealth Builders on NEE, newest first. How the timeline and the estimate are built.

RMR Wealth Builders held 7,886 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,886 shares
    Change vs previous 13F +133 shares

    0.04% of the 13F portfolio, value $692,112.

    13F-HR 0001420506-26-001286 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,753 shares
    Change vs previous 13F -338 shares

    0.06% of the 13F portfolio, value $720,117.

    13F-HR 0001420506-26-000699 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,091 shares
    Change vs previous 13F -77 shares

    0.05% of the 13F portfolio, value $649,579.

    13F-HR 0001420506-26-000102 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,168 shares
    Change vs previous 13F +526 shares

    0.05% of the 13F portfolio, value $616,571.

    13F-HR 0001420506-25-002994 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,642 shares
    Change vs previous 13F -414 shares

    0.05% of the 13F portfolio, value $530,474.

    13F-HR 0001420506-25-001478 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,056 shares
    Change vs previous 13F -582 shares

    0.06% of the 13F portfolio, value $571,056.

    13F-HR 0001420506-25-000775 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 8,638 shares
    Change vs previous 13F -1,393 shares

    0.06% of the 13F portfolio, value $619,224.

    13F-HR/A 0001420506-25-000027 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 10,031 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $847,898.

    13F-HR 0001420506-24-002151 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).