McKinley Carter Wealth Services’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.83M | Buy |
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|
2025
Q2 | $2.36M | Buy |
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|
2025
Q1 | $2.39M | Buy |
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|
2024
Q4 | $2.24M | Buy |
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|
2024
Q3 | $2.55M | Buy |
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|
2024
Q2 | $722K | Hold |
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|
2024
Q1 | $652K | Sell |
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|
2023
Q4 | $619K | Sell |
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|
2023
Q3 | $608K | Buy |
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|
2023
Q2 | $764K | Hold |
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|
2023
Q1 | $793K | Sell |
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|
2022
Q4 | $865K | Sell |
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|
2022
Q3 | $850K | Sell |
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|
2022
Q2 | $848K | Sell |
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|
2022
Q1 | $1.06M | Sell |
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|
2021
Q4 | $1.19M | Hold |
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|
2021
Q3 | $1M | Buy |
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|
2021
Q2 | $936K | Sell |
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|
2021
Q1 | $971K | Sell |
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|
2020
Q4 | $995K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $76K | Buy |
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