BFS
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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

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Geode Capital Management
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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