Bard Financial Services’s NextEra Energy NEE Stock Holding History

Bard Financial Services’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
2025 Q3	$1.73M	Buy	22,960 +675	+3%	+$49.3K	0.19%	94
2025 Q2	$1.55M	Hold	22,285	–	–	0.18%	98
2025 Q1	$1.58M	Hold	22,285	–	–	0.19%	93
2024 Q4	$1.6M	Hold	22,285	–	–	0.19%	95
2024 Q3	$1.88M	Sell	22,285 -750	-3%	-$58.5K	0.22%	89
2024 Q2	$1.63M	Buy	23,035 +2,000	+10%	+$142K	0.17%	98
2024 Q1	$1.34M	Sell	21,035 -2,500	-11%	-$146K	0.14%	103
2023 Q4	$1.43M	Sell	23,535 -3,000	-11%	-$171K	0.16%	100
2023 Q3	$1.52M	Buy	26,535 +1,250	+5%	+$86.5K	0.19%	92
2023 Q2	$1.88M	Buy	25,285 +250	+1%	+$18.9K	0.14%	123
2023 Q1	$1.93M	Buy	25,035 +250	+1%	+$19.2K	0.15%	118
2022 Q4	$2.07M	Hold	24,785	–	–	0.18%	112
2022 Q3	$1.94M	Buy	24,785 +500	+2%	+$42.4K	0.18%	114
2022 Q2	$1.88M	Hold	24,285	–	–	0.17%	111
2022 Q1	$2.06M	Hold	24,285	–	–	0.17%	109
2021 Q4	$2.27M	Hold	24,285	–	–	0.18%	106
2021 Q3	$1.91M	Hold	24,285	–	–	0.17%	112
2021 Q2	$1.78M	Buy	24,285 +250	+1%	+$18.8K	0.16%	109
2021 Q1	$1.82M	Buy	24,035 +2,125	+10%	+$166K	0.18%	109
2020 Q4	$1.69M	Buy	+21,910	New	+$1.64M	0.17%	110

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bard Financial Services's NEE Position: Q3 2025 in Review

Bard Financial Services increased its NextEra Energy (NEE) stake by 3% in Q3 2025, buying an estimated $49.3K and bringing the position to 22,960 shares worth $1.73M. The position accounts for 0.19% of the portfolio, ranked #94.

Bard Financial Services first reported a position in NEE in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.27M in Q4 2021. 2,753 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

Bard Financial Services held 22,960 shares of NextEra Energy worth $1.73M as of Q3 2025.
Bard Financial Services bought 675 NextEra Energy shares in Q3 2025, an estimated $49.3K.
NextEra Energy made up 0.19% of Bard Financial Services's portfolio in Q3 2025, its #94 holding.
Bard Financial Services first reported a position in NextEra Energy in Q4 2020 and has held it in 20 quarters since.
Bard Financial Services's NextEra Energy position peaked at $2.27M in Q4 2021.
2,753 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.