Ownership history in MCDANIEL TERRY & CO · 7 quarters on record
This page tracks every 13F SEC filing in which MCDANIEL TERRY & CO reported a position in Nextera Energy (NEE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 6,146 | +54 | +0.9% | 0.04% | $464K | $74.47 |
| 2025 Q2 | ADDED | 6,092 | +2 | +0.0% | 0.03% | $423K | $67.96 |
| 2025 Q1 | ADDED | 6,090 | +2 | +0.0% | 0.04% | $432K | $68.84 |
| 2024 Q4 | ADDED | 6,088 | +1 | +0.0% | 0.04% | $436K | $69.05 |
| 2024 Q3 | ADDED | 6,087 | +802 | +15.2% | 0.04% | $515K | $80.88 |
| 2024 Q2 | REDUCED | 5,285 | -858 | -14.0% | 0.03% | $374K | $67.31 |
| 2024 Q1 | INITIATED | 6,143 | — | — | 0.03% | $393K | — |
As of 2025 Q4 — sorted by position size