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

Lombard Odier Asset Management (USA)’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
2023
Q3 		– Sell
-15,000
Closed -$1.11M – 408
2023
Q2 		$1.11M Buy
+15,000
New +$1.14M 0.02% 201
2022
Q4 		– Sell
-30,000
Closed -$2.35M – 377
2022
Q3 		$2.35M Buy
+30,000
New +$2.55M 0.07% 164

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lombard Odier Asset Management (USA)'s NEE Position: Q3 2023 in Review

Lombard Odier Asset Management (USA) sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 15,000 shares — an estimated $1.11M sold.

Lombard Odier Asset Management (USA) first reported a position in NEE in Q3 2022 and held it in 2 quarters. The position peaked at $2.35M in Q3 2022. 2,310 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

  • Lombard Odier Asset Management (USA) reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 15,000 NextEra Energy shares in Q3 2023, an estimated $1.11M.
  • Lombard Odier Asset Management (USA) first reported a position in NextEra Energy in Q3 2022 and held it in 2 quarters.
  • Lombard Odier Asset Management (USA)'s NextEra Energy position peaked at $2.35M in Q3 2022.
  • 2,310 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q3 2023, filed 14 Nov 2023.