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McKinley Carter Wealth Services’s NextEra Energy NEE Stock Holding History

McKinley Carter Wealth Services’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 		$3.51M Buy
40,031
+1,052
+3% +$95.2K 0.18% 93
2026
Q1 		$3.62M Buy
38,979
+253
+0.7% +$22.5K 0.21% 93
2025
Q4 		$3.11M Buy
38,726
+1,191
+3% +$98.6K 0.17% 98
2025
Q3 		$2.83M Buy
37,535
+3,610
+11% +$264K 0.15% 105
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% +$183K 0.15% 99
2024
Q4 		$2.24M Buy
31,194
+1,070
+4% +$83.1K 0.14% 105
2024
Q3 		$2.55M Buy
30,124
+19,928
+195% +$1.56M 0.15% 100
2024
Q2 		$722K Hold
10,196
– – 0.05% 179
2024
Q1 		$652K Sell
10,196
-2
-0% -$117 0.04% 189
2023
Q4 		$619K Sell
10,198
-416
-4% -$23.7K 0.05% 182
2023
Q3 		$608K Buy
10,614
+323
+3% +$22.4K 0.05% 182
2023
Q2 		$764K Hold
10,291
– – 0.06% 171
2023
Q1 		$793K Sell
10,291
-57
-0.6% -$4.38K 0.06% 163
2022
Q4 		$865K Sell
10,348
-495
-5% -$40K 0.07% 150
2022
Q3 		$850K Sell
10,843
-105
-1% -$8.91K 0.08% 142
2022
Q2 		$848K Sell
10,948
-1,546
-12% -$118K 0.08% 148
2022
Q1 		$1.06M Sell
12,494
-280
-2% -$22.4K 0.08% 145
2021
Q4 		$1.19M Hold
12,774
– – 0.09% 139
2021
Q3 		$1M Buy
12,774
+4
+0% +$323 0.08% 141
2021
Q2 		$936K Sell
12,770
-72
-0.6% -$5.4K 0.08% 147
2021
Q1 		$971K Sell
12,842
-52
-0.4% -$4.06K 0.08% 144
2020
Q4 		$995K Buy
+12,894
New +$965K 0.13% 127
2018
Q2 		– Sell
-1,872
Closed -$76K – 301
2018
Q1 		$76K Buy
+1,872
New +$72.2K 0.02% 227

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

McKinley Carter Wealth Services's NEE Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its NextEra Energy (NEE) stake by 2.7% in Q2 2026, buying an estimated $95.2K and bringing the position to 40,031 shares worth $3.51M. The position accounts for 0.18% of the portfolio, ranked #93.

McKinley Carter Wealth Services first reported a position in NEE in Q1 2018 and has held it in 24 quarters since. The position peaked at $3.62M in Q1 2026. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • McKinley Carter Wealth Services held 40,031 shares of NextEra Energy worth $3.51M as of Q2 2026.
  • McKinley Carter Wealth Services bought 1,052 NextEra Energy shares in Q2 2026, an estimated $95.2K.
  • NextEra Energy made up 0.18% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #93 holding.
  • McKinley Carter Wealth Services first reported a position in NextEra Energy in Q1 2018 and has held it in 24 quarters since.
  • McKinley Carter Wealth Services's NextEra Energy position peaked at $3.62M in Q1 2026.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.