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McKinley Carter Wealth Services, Inc.: NEE position timeline

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

McKinley Carter Wealth Services, Inc. held 40,031 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,031 shares
    Change vs previous 13F +1,052 shares

    0.18% of the 13F portfolio, value $3,513,481.

    13F-HR 0001484265-26-000003 filed by McKinley Carter Wealth Services, Inc.
    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 38,979 shares
    Change vs previous 13F +253 shares

    0.21% of the 13F portfolio, value $3,620,341.

    13F-HR 0001484265-26-000002 filed by McKinley Carter Wealth Services, Inc.
    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 38,726 shares
    Change vs previous 13F +1,191 shares

    0.17% of the 13F portfolio, value $3,108,946.

    13F-HR 0001484265-26-000001 filed by McKinley Carter Wealth Services, Inc.
    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 37,535 shares
    Change vs previous 13F +3,610 shares

    0.15% of the 13F portfolio, value $2,833,553.

    13F-HR 0001484265-25-000003 filed by McKinley Carter Wealth Services, Inc.
    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 33,925 shares
    Change vs previous 13F +142 shares

    0.13% of the 13F portfolio, value $2,355,072.

    13F-HR 0001085146-25-004115 filed by McKinley Carter Wealth Services, Inc.
    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 33,783 shares
    Change vs previous 13F +2,589 shares

    0.15% of the 13F portfolio, value $2,394,878.

    13F-HR 0001085146-25-002110 filed by McKinley Carter Wealth Services, Inc.
    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 31,194 shares
    Change vs previous 13F +1,070 shares

    0.14% of the 13F portfolio, value $2,236,296.

    13F-HR 0001085146-25-000416 filed by McKinley Carter Wealth Services, Inc.
    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 30,124 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,546,357.

    13F-HR 0001085146-24-004914 filed by McKinley Carter Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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