Lombard Odier Asset Management (Switzerland)’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.45M | Sell |
136,180
-1,217
| -0.9% | -$84.5K | 0.48% | 43 |
|
2025
Q1 | $9.74M | Buy |
137,397
+79,641
| +138% | +$5.65M | 0.56% | 37 |
|
2024
Q4 | $4.14M | Buy |
57,756
+18,426
| +47% | +$1.32M | 0.31% | 87 |
|
2024
Q3 | $3.32M | Buy |
39,330
+4,348
| +12% | +$368K | 0.28% | 104 |
|
2024
Q2 | $2.48M | Buy |
34,982
+4,868
| +16% | +$345K | 0.25% | 96 |
|
2024
Q1 | $1.92M | Sell |
30,114
-14,582
| -33% | -$932K | 0.14% | 162 |
|
2023
Q4 | $2.71M | Buy |
44,696
+28,298
| +173% | +$1.72M | 0.36% | 67 |
|
2023
Q3 | $939K | Buy |
16,398
+3,592
| +28% | +$206K | 0.15% | 113 |
|
2023
Q2 | $950K | Sell |
12,806
-13,342
| -51% | -$990K | 0.13% | 114 |
|
2023
Q1 | $2.02M | Buy |
26,148
+5,119
| +24% | +$395K | 0.18% | 126 |
|
2022
Q4 | $1.76M | Buy |
21,029
+3,884
| +23% | +$325K | 0.14% | 133 |
|
2022
Q3 | $1.34M | Sell |
17,145
-25,373
| -60% | -$1.99M | 0.11% | 136 |
|
2022
Q2 | $3.29M | Buy |
42,518
+7,555
| +22% | +$585K | 0.28% | 86 |
|
2022
Q1 | $2.96M | Buy |
34,963
+21,989
| +169% | +$1.86M | 0.23% | 77 |
|
2021
Q4 | $1.21M | Sell |
12,974
-12,097
| -48% | -$1.13M | 0.08% | 128 |
|
2021
Q3 | $1.87M | Sell |
25,071
-4,251
| -14% | -$316K | 0.12% | 108 |
|
2021
Q2 | $2.15M | Buy |
29,322
+8,460
| +41% | +$620K | 0.11% | 120 |
|
2021
Q1 | $1.58M | Buy |
20,862
+748
| +4% | +$56.5K | 0.1% | 112 |
|
2020
Q4 | $1.55M | Sell |
20,114
-4,742
| -19% | -$366K | 0.18% | 67 |
|
2020
Q3 | $1.73M | Buy |
+24,856
| New | +$1.73M | 0.18% | 85 |
|
2020
Q2 | – | Sell |
-24,844
| Closed | -$1.49M | – | 269 |
|
2020
Q1 | $1.49M | Buy |
24,844
+15,168
| +157% | +$912K | 0.2% | 80 |
|
2019
Q4 | $586K | Buy |
9,676
+900
| +10% | +$54.5K | 0.06% | 228 |
|
2019
Q3 | $511K | Buy |
8,776
+3,516
| +67% | +$205K | 0.06% | 234 |
|
2019
Q2 | $269K | Sell |
5,260
-26,412
| -83% | -$1.35M | 0.03% | 292 |
|
2019
Q1 | $1.53M | Buy |
31,672
+3,892
| +14% | +$188K | 0.16% | 110 |
|
2018
Q4 | $1.21M | Buy |
27,780
+22,520
| +428% | +$978K | 0.14% | 121 |
|
2018
Q3 | $220K | Hold |
5,260
| – | – | 0.02% | 312 |
|
2018
Q2 | $220K | Hold |
5,260
| – | – | 0.02% | 284 |
|
2018
Q1 | $215K | Sell |
5,260
-1,648
| -24% | -$67.4K | 0.02% | 327 |
|
2017
Q4 | $270K | Hold |
6,908
| – | – | 0.03% | 296 |
|
2017
Q3 | $253K | Hold |
6,908
| – | – | 0.02% | 311 |
|
2017
Q2 | $242K | Hold |
6,908
| – | – | 0.03% | 332 |
|
2017
Q1 | $222K | Buy |
+6,908
| New | +$222K | 0.02% | 336 |
|
2016
Q3 | – | Sell |
-6,908
| Closed | -$225K | – | 220 |
|
2016
Q2 | $225K | Hold |
6,908
| – | – | 0.03% | 261 |
|
2016
Q1 | $204K | Hold |
6,908
| – | – | 0.02% | 251 |
|
2015
Q4 | $181K | Buy |
+6,908
| New | +$181K | 0.02% | 276 |
|
2015
Q3 | – | Sell |
-26,528
| Closed | -$650K | – | 360 |
|
2015
Q2 | $650K | Sell |
26,528
-4,488
| -14% | -$110K | 0.05% | 237 |
|
2015
Q1 | $813K | Buy |
31,016
+18,436
| +147% | +$483K | 0.09% | 206 |
|
2014
Q4 | $336K | Sell |
12,580
-123,368
| -91% | -$3.3M | 0.04% | 303 |
|
2014
Q3 | $3.21M | Buy |
135,948
+108,644
| +398% | +$2.56M | 0.08% | 261 |
|
2014
Q2 | $696K | Buy |
+27,304
| New | +$696K | 0.08% | 165 |
|