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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
Q2 		$6.73M Sell
76,691
-613
-0.8% -$55.4K 1.49% 18
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bard Associates's NEE Position: Q2 2026 in Review

Bard Associates reduced its NextEra Energy (NEE) stake by 0.79% in Q2 2026, selling an estimated $55.4K and leaving 76,691 shares worth $6.73M. The position accounts for 1.49% of the portfolio, ranked #18.

Bard Associates first reported a position in NEE in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.18M in Q1 2026. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Bard Associates held 76,691 shares of NextEra Energy worth $6.73M as of Q2 2026.
  • Bard Associates sold 613 NextEra Energy shares in Q2 2026, an estimated $55.4K.
  • NextEra Energy made up 1.49% of Bard Associates's portfolio in Q2 2026, its #18 holding.
  • Bard Associates first reported a position in NextEra Energy in Q1 2024 and has held it in 10 quarters since.
  • Bard Associates's NextEra Energy position peaked at $7.18M in Q1 2026.
  • 3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.