McKinley Carter Wealth Services’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Buy |
33,925
+142
| +0.4% | +$9.86K | 0.13% | 107 |
|
|
2025
Q1 | $2.39M | Buy |
33,783
+2,589
| +8% | +$184K | 0.15% | 99 |
|
|
2024
Q4 | $2.24M | Buy |
31,194
+1,070
| +4% | +$76.7K | 0.14% | 105 |
|
|
2024
Q3 | $2.55M | Buy |
30,124
+19,928
| +195% | +$1.68M | 0.15% | 100 |
|
|
2024
Q2 | $722K | Hold |
10,196
| – | – | 0.05% | 179 |
|
|
2024
Q1 | $652K | Sell |
10,196
-2
| -0% | -$128 | 0.04% | 189 |
|
|
2023
Q4 | $619K | Sell |
10,198
-416
| -4% | -$25.3K | 0.05% | 182 |
|
|
2023
Q3 | $608K | Buy |
10,614
+323
| +3% | +$18.5K | 0.05% | 182 |
|
|
2023
Q2 | $764K | Hold |
10,291
| – | – | 0.06% | 171 |
|
|
2023
Q1 | $793K | Sell |
10,291
-57
| -0.6% | -$4.39K | 0.06% | 163 |
|
|
2022
Q4 | $865K | Sell |
10,348
-495
| -5% | -$41.4K | 0.07% | 150 |
|
|
2022
Q3 | $850K | Sell |
10,843
-105
| -1% | -$8.23K | 0.08% | 142 |
|
|
2022
Q2 | $848K | Sell |
10,948
-1,546
| -12% | -$120K | 0.08% | 148 |
|
|
2022
Q1 | $1.06M | Sell |
12,494
-280
| -2% | -$23.7K | 0.08% | 145 |
|
|
2021
Q4 | $1.19M | Hold |
12,774
| – | – | 0.09% | 139 |
|
|
2021
Q3 | $1M | Buy |
12,774
+4
| +0% | +$314 | 0.08% | 141 |
|
|
2021
Q2 | $936K | Sell |
12,770
-72
| -0.6% | -$5.28K | 0.08% | 147 |
|
|
2021
Q1 | $971K | Sell |
12,842
-52
| -0.4% | -$3.93K | 0.08% | 144 |
|
|
2020
Q4 | $995K | Buy |
+12,894
| New | +$995K | 0.13% | 127 |
|
|
2018
Q2 | – | Sell |
-1,872
| Closed | -$76K | – | 301 |
|
|
2018
Q1 | $76K | Buy |
+1,872
| New | +$76K | 0.02% | 227 |
|