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Compagnie Lombard Odier SCmA’s NextEra Energy NEE Stock Holding History

Compagnie Lombard Odier SCmA’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
2026
Q1 		$78.5M Sell
845,223
-206,249
-20% -$18.3M 0.97% 27
2025
Q4 		$84.4M Buy
1,051,472
+39,228
+4% +$3.25M 0.92% 26
2025
Q3 		$76.4M Buy
1,012,244
+481,143
+91% +$35.2M 0.84% 25
2025
Q2 		$36.9M Buy
531,101
+32,834
+7% +$2.28M 0.49% 44
2025
Q1 		$35.3M Sell
498,267
-20,355
-4% -$1.44M 0.43% 52
2024
Q4 		$37.2M Sell
518,622
-62,800
-11% -$4.88M 0.55% 44
2024
Q3 		$49.1M Sell
581,422
-27,387
-4% -$2.14M 0.76% 36
2024
Q2 		$43.1M Sell
608,809
-243,009
-29% -$17.2M 0.73% 36
2024
Q1 		$54.4M Buy
851,818
+134,139
+19% +$7.86M 0.96% 30
2023
Q4 		$43.6M Buy
717,679
+133,714
+23% +$7.62M 0.81% 37
2023
Q3 		$33.5M Sell
583,965
-89,708
-13% -$6.21M 0.77% 36
2023
Q2 		$50M Buy
673,673
+76,927
+13% +$5.82M 1.4% 20
2023
Q1 		$46M Buy
596,746
+164,546
+38% +$12.7M 1.15% 26
2022
Q4 		$36.1M Buy
432,200
+78,079
+22% +$6.31M 0.97% 28
2022
Q3 		$27.8M Sell
354,121
-84,916
-19% -$7.2M 0.8% 36
2022
Q2 		$34M Buy
439,037
+150,228
+52% +$11.4M 0.86% 35
2022
Q1 		$24.5M Sell
288,809
-66,462
-19% -$5.33M 0.52% 50
2021
Q4 		$33.2M Buy
355,271
+4,620
+1% +$399K 0.66% 40
2021
Q3 		$27.5M Buy
350,651
+9,279
+3% +$748K 0.59% 45
2021
Q2 		$25M Sell
341,372
-26,588
-7% -$2M 0.55% 46
2021
Q1 		$27.8M Buy
367,960
+119,219
+48% +$9.3M 0.61% 40
2020
Q4 		$19.2M Buy
248,741
+84,009
+51% +$6.28M 0.49% 45
2020
Q3 		$11.4M Buy
164,732
+18,440
+13% +$1.27M 0.34% 52
2020
Q2 		$8.78M Buy
146,292
+44,352
+44% +$2.65M 0.29% 57
2020
Q1 		$6.13M Buy
101,940
+18,564
+22% +$1.17M 0.26% 66
2019
Q4 		$5.05M Buy
83,376
+17,600
+27% +$1.03M 0.19% 71
2019
Q3 		$3.83M Buy
65,776
+33,176
+102% +$1.8M 0.16% 77
2019
Q2 		$1.67M Buy
32,600
+5,600
+21% +$276K 0.07% 113
2019
Q1 		$1.3M Buy
+27,000
New +$1.23M 0.05% 136
2018
Q1 		– Sell
-15,072
Closed -$588K – 639
2017
Q4 		$588K Buy
15,072
+1,500
+11% +$57.9K 0.01% 273
2017
Q3 		$498K Buy
13,572
+1,292
+11% +$47.3K 0.02% 265
2017
Q2 		$430K Buy
+12,280
New +$420K 0.01% 286
2015
Q4 		– Sell
-660
Closed -$16K – 957
2015
Q3 		$16K Buy
660
+424
+180% +$10.8K ﹤0.01% 718
2015
Q2 		$6K Sell
236
-4,252
-95% -$108K ﹤0.01% 780
2015
Q1 		$117K Sell
4,488
-1,600
-26% -$42.2K ﹤0.01% 625
2014
Q4 		$162K Sell
6,088
-19,700
-76% -$497K 0.01% 449
2014
Q3 		$605K Sell
25,788
-1,516
-6% -$36.6K 0.02% 278
2014
Q2 		$700K Buy
27,304
+100
+0.4% +$2.43K 0.03% 247
2014
Q1 		$650K Sell
27,204
-3,736
-12% -$84.7K 0.03% 274
2013
Q4 		$662K Buy
+30,940
New +$652K 0.03% 265

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Compagnie Lombard Odier SCmA's NEE Position: Q1 2026 in Review

Compagnie Lombard Odier SCmA reduced its NextEra Energy (NEE) stake by 20% in Q1 2026, selling an estimated $18.3M and leaving 845,223 shares worth $78.5M. The position accounts for 0.97% of the portfolio, ranked #27.

Compagnie Lombard Odier SCmA first reported a position in NEE in Q4 2013 and has held it in 40 quarters since. The position peaked at $84.4M in Q4 2025. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Compagnie Lombard Odier SCmA held 845,223 shares of NextEra Energy worth $78.5M as of Q1 2026.
  • Compagnie Lombard Odier SCmA sold 206,249 NextEra Energy shares in Q1 2026, an estimated $18.3M.
  • NextEra Energy made up 0.97% of Compagnie Lombard Odier SCmA's portfolio in Q1 2026, its #27 holding.
  • Compagnie Lombard Odier SCmA first reported a position in NextEra Energy in Q4 2013 and has held it in 40 quarters since.
  • Compagnie Lombard Odier SCmA's NextEra Energy position peaked at $84.4M in Q4 2025.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q1 2026, filed 15 Apr 2026.