SEC 13F Intelligence

Bard Associates Inc / NEE

Bard Associates Inc’s Nextera Energy Inc Position

Does Bard Associates Inc own Nextera Energy Inc (NEE)? Yes — 77.3K shares worth $7M (+1.80% of its 13F portfolio) as of Q1 2026, down from 77.7K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
77.3K
% of Portfolio
+1.80%
Quarters Held
9
currently held

Position History NEE

Reported value by quarter
Q1 ’24: $1MQ1 ’24Q2 ’24: $1MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $2MQ1 ’25Q2 ’25: $2MQ3 ’25: $4MQ3 ’25Q4 ’25: $6MQ1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202677.3K$7M+1.80%
Q4 202577.7K$6M+1.60%
Q3 202557.8K$4M+1.16%
Q2 202522.5K$2M+0.50%
Q1 202522.3K$2M+0.59%
Q4 202422.2K$2M+0.54%
Q3 202422.2K$2M+0.64%
Q2 202419.5K$1M+0.53%
Q1 202419.5K$1M+0.45%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bard Associates Inc’s full portfolio or all institutional holders of NEE.