MCKINLEY CARTER WEALTH SERVICES, INC. – NextEra Energy, Inc. Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$850,000
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
+1.23%
quarter
NextEra Energy, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.96% | -105 shares | 2K | $78.41 | 10.84K |
| Q2 2022 | share | Decrease | -12.37% | -1.54K shares | -210K | $77.46 | 10.94K |
| Q1 2022 | share | Decrease | -2.19% | -280 shares | -135K | $84.71 | 12.49K |
| Q4 2021 | share | 0.00% | 0 shares | 190K | $92.77 | 12.77K | |
| Q3 2021 | share | Increase | +0.03% | 4 shares | 67K | $78.17 | 12.77K |
| Q2 2021 | share | Decrease | -0.56% | -72 shares | -35K | $72.62 | 12.77K |
| Q1 2021 | share | Decrease | -0.40% | -52 shares | -24K | $74.54 | 12.84K |
| Q4 2020 | share | Increase | 0.00% | 12.89K shares | 995K | $75.66 | 12.89K |
| Q2 2018 | share | Decrease | -100.00% | -1.87K shares | -76K | $38.67 | 0 |
| Q1 2018 | share | Increase | 0.00% | 1.87K shares | 76K | $37.56 | 1.87K |