NextEra Energy's Holdings Grow by 156.6% in Q3

Bard Associates Inc. increases stake in major utilities provider

Mar. 15, 2026 at 9:22am

Got story updates? Submit your updates here. ›

Bard Associates Inc. has significantly increased its holdings in NextEra Energy, Inc. (NYSE:NEE) by 156.6% during the third quarter, according to a recent SEC filing. The fund now owns 57,750 shares of the utilities provider's stock, valued at $4.36 million.

Why it matters

NextEra Energy is one of the largest clean energy companies in the United States, with both regulated utility operations and competitive renewable generation businesses. The increase in Bard Associates' stake suggests growing investor confidence in NextEra's long-term prospects as the company continues to expand its renewable energy portfolio.

The details

According to the filing, Bard Associates acquired an additional 35,246 shares of NextEra Energy during the third quarter, bringing its total holdings to 57,750 shares. This represents a 156.6% increase in the fund's position compared to the previous quarter. NextEra Energy is the largest holding in Bard Associates' portfolio, accounting for approximately 4.5% of the fund's total assets.

  • Bard Associates Inc. increased its holdings in NextEra Energy during the third quarter of 2026.
  • The SEC filing detailing the increased stake was submitted on March 15, 2026.

The players

Bard Associates Inc.

An investment management firm that has significantly increased its stake in NextEra Energy, one of the largest clean energy companies in the United States.

NextEra Energy, Inc.

A leading clean energy company with both regulated utility operations and competitive renewable generation businesses, headquartered in Juno Beach, Florida.

Got photos? Submit your photos here. ›

The takeaway

The increase in Bard Associates' holdings in NextEra Energy suggests growing investor confidence in the company's ability to capitalize on the ongoing shift towards renewable energy sources. As one of the largest players in the clean energy space, NextEra's continued expansion and diversification could make it an attractive long-term investment for institutional investors.