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Bard Associates’s NextEra Energy NEE Stock Holding History

Bard Associates’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
Q1 		$7.18M Sell
77,304
-410
-0.5% -$36.5K 1.8% 13
2025
Q4 		$6.24M Buy
77,714
+19,964
+35% +$1.65M 1.6% 15
2025
Q3 		$4.36M Buy
57,750
+35,246
+157% +$2.58M 1.16% 35
2025
Q2 		$1.56M Buy
22,504
+241
+1% +$16.7K 0.5% 68
2025
Q1 		$1.58M Buy
22,263
+24
+0.1% +$1.69K 0.59% 63
2024
Q4 		$1.59M Buy
22,239
+85
+0.4% +$6.6K 0.54% 62
2024
Q3 		$1.87M Buy
22,154
+2,675
+14% +$209K 0.64% 58
2024
Q2 		$1.38M Buy
19,479
+13
+0.1% +$922 0.53% 71
2024
Q1 		$1.24M Buy
+19,466
New +$1.14M 0.45% 79

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bard Associates's NEE Position: Q1 2026 in Review

Bard Associates reduced its NextEra Energy (NEE) stake by 0.53% in Q1 2026, selling an estimated $36.5K and leaving 77,304 shares worth $7.18M. The position accounts for 1.8% of the portfolio, ranked #13.

Bard Associates first reported a position in NEE in Q1 2024 and has held it in 9 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Bard Associates held 77,304 shares of NextEra Energy worth $7.18M as of Q1 2026.
  • Bard Associates sold 410 NextEra Energy shares in Q1 2026, an estimated $36.5K.
  • NextEra Energy made up 1.8% of Bard Associates's portfolio in Q1 2026, its #13 holding.
  • Bard Associates first reported a position in NextEra Energy in Q1 2024 and has held it in 9 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Bard Associates's 13F filing for Q1 2026, filed 8 May 2026.