Lombard Odier Asset Management (Switzerland)’s NextEra Energy NEE Stock Holding History

Lombard Odier Asset Management (Switzerland)’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	$16M	Buy	172,336 +46,664	+37%	+$4.15M	0.61%	30
2025 Q4	$10.1M	Buy	125,672 +1,000	+0.8%	+$82.8K	0.43%	52
2025 Q3	$9.41M	Sell	124,672 -11,508	-8%	-$841K	0.42%	47
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%	+$5.62M	0.56%	37
2024 Q4	$4.14M	Buy	57,756 +18,426	+47%	+$1.43M	0.31%	87
2024 Q3	$3.32M	Buy	39,330 +4,348	+12%	+$339K	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%	-$854K	0.14%	162
2023 Q4	$2.71M	Buy	44,696 +28,298	+173%	+$1.61M	0.36%	68
2023 Q3	$939K	Buy	16,398 +3,592	+28%	+$249K	0.15%	113
2023 Q2	$950K	Sell	12,806 -13,342	-51%	-$1.01M	0.13%	114
2023 Q1	$2.02M	Buy	26,148 +5,119	+24%	+$394K	0.18%	126
2022 Q4	$1.76M	Buy	21,029 +3,884	+23%	+$314K	0.14%	133
2022 Q3	$1.34M	Sell	17,145 -25,373	-60%	-$2.15M	0.11%	136
2022 Q2	$3.29M	Buy	42,518 +7,555	+22%	+$575K	0.28%	86
2022 Q1	$2.96M	Buy	34,963 +21,989	+169%	+$1.76M	0.23%	77
2021 Q4	$1.21M	Sell	12,974 -12,097	-48%	-$1.05M	0.08%	128
2021 Q3	$1.87M	Sell	25,071 -4,251	-14%	-$343K	0.12%	108
2021 Q2	$2.15M	Buy	29,322 +8,460	+41%	+$635K	0.11%	122
2021 Q1	$1.58M	Buy	20,862 +748	+4%	+$58.4K	0.1%	115
2020 Q4	$1.55M	Sell	20,114 -4,742	-19%	-$355K	0.18%	67
2020 Q3	$1.73M	Buy	+24,856	New	+$1.72M	0.18%	88
2020 Q2	–	Sell	-24,844	Closed	-$1.49M	–	274
2020 Q1	$1.49M	Buy	24,844 +15,168	+157%	+$953K	0.2%	81
2019 Q4	$586K	Buy	9,676 +900	+10%	+$52.5K	0.06%	230
2019 Q3	$511K	Buy	8,776 +3,516	+67%	+$190K	0.06%	236
2019 Q2	$269K	Sell	5,260 -26,412	-83%	-$1.3M	0.03%	297
2019 Q1	$1.53M	Buy	31,672 +3,892	+14%	+$178K	0.16%	110
2018 Q4	$1.21M	Buy	27,780 +22,520	+428%	+$985K	0.14%	121
2018 Q3	$220K	Hold	5,260	–	–	0.02%	323
2018 Q2	$220K	Hold	5,260	–	–	0.02%	295
2018 Q1	$215K	Sell	5,260 -1,648	-24%	-$63.5K	0.02%	338
2017 Q4	$270K	Hold	6,908	–	–	0.03%	298
2017 Q3	$253K	Hold	6,908	–	–	0.02%	313
2017 Q2	$242K	Hold	6,908	–	–	0.03%	334
2017 Q1	$222K	Buy	+6,908	New	+$217K	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	+$175K	0.02%	276
2015 Q3	–	Sell	-26,528	Closed	-$650K	–	361
2015 Q2	$650K	Sell	26,528 -4,488	-14%	-$114K	0.05%	237
2015 Q1	$813K	Buy	31,016 +18,436	+147%	+$486K	0.09%	206
2014 Q4	$336K	Sell	12,580 -123,368	-91%	-$3.12M	0.04%	303
2014 Q3	$3.21M	Buy	135,948 +108,644	+398%	+$2.62M	0.08%	261
2014 Q2	$696K	Buy	+27,304	New	+$664K	0.08%	165

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s NEE Position: Q1 2026 in Review

Lombard Odier Asset Management (Switzerland) increased its NextEra Energy (NEE) stake by 37% in Q1 2026, buying an estimated $4.15M and bringing the position to 172,336 shares worth $16M. The position accounts for 0.61% of the portfolio, ranked #30.

Lombard Odier Asset Management (Switzerland) first reported a position in NEE in Q2 2014 and has held it in 44 quarters since. 3,033 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Lombard Odier Asset Management (Switzerland) held 172,336 shares of NextEra Energy worth $16M as of Q1 2026.
Lombard Odier Asset Management (Switzerland) bought 46,664 NextEra Energy shares in Q1 2026, an estimated $4.15M.
NextEra Energy made up 0.61% of Lombard Odier Asset Management (Switzerland)'s portfolio in Q1 2026, its #30 holding.
Lombard Odier Asset Management (Switzerland) first reported a position in NextEra Energy in Q2 2014 and has held it in 44 quarters since.
3,033 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q1 2026, filed 15 May 2026.