Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,731,169
-$448,826 QoQ
Shares Held
76,691
-0.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.02%
of 13F equity value
Holder Rank
#698
of 2,997 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BARD ASSOCIATES INC holds $6,734,702 across 2 Utilities - Regulated Electric names. NEE ranks #1 (99.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
76,691 | $6,731,169 | |
| 2 | XEL |
Xcel Energy Inc
|
44 | $3,533 |
All Filings in NEE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,731,169 | 76,691 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,179,995 | 77,304 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,238,879 | 77,714 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,359,547 | 57,750 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,562,227 | 22,504 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,578,224 | 22,263 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,594,313 | 22,239 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,872,677 | 22,154 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,379,307 | 19,479 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,244,072 | 19,466 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||