Lombard Odier Asset Management (Switzerland) SA
Position in NEE — Nextera Energy Inc
CIK 1535660
PETIT-LANCY, V8
Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,559,514
-$447,053 QoQ
Shares Held
177,276
+2.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#450
of 2,999 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Derivatives in NEE
reported options exposure · as of Sep 30, 2020CallValue
$6,272,856
CallShares
90,400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Lombard Odier Asset Management (Switzerland) SA holds $74,408,779 across 18 Utilities - Regulated Electric names. NEE ranks #1 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
177,276 | $15,559,514 | |
| 2 | EXC |
Exelon Corp
|
318,210 | $14,834,950 | |
| 3 | D |
Dominion Energy, Inc
|
104,790 | $7,156,109 | |
| 4 | EMA |
Emera Inc
|
116,700 | $6,187,434 | |
| 5 | ETR |
Entergy Corp /De/
|
42,032 | $4,827,795 | |
| 6 | SO |
Southern Co
|
44,853 | $4,292,880 | |
| 7 | AEP |
American Electric Power Co Inc
|
26,300 | $3,598,103 | |
| 8 | ED |
Consolidated Edison Inc
|
25,125 | $2,779,578 |
All Filings in NEE
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,559,514 | 177,276 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $16,006,567 | 172,336 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $10,088,948 | 125,672 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $9,411,489 | 124,672 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $9,453,615 | 136,180 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $9,740,073 | 137,397 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $4,140,527 | 57,756 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $3,324,564 | 39,330 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,477,075 | 34,982 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,924,585 | 30,114 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,714,835 | 44,696 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $939,441 | 16,398 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $950,205 | 12,806 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $2,015,487 | 26,148 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,758,024 | 21,029 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $1,344,339 | 17,145 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $3,293,444 | 42,518 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $2,961,715 | 34,963 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $1,211,252 | 12,974 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $1,968,574 | 25,071 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $2,148,716 | 29,322 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $1,577,375 | 20,862 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $1,551,795 | 20,114 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $1,724,757 | 6,214 | Shares | Other | 2020-11-16 | |
| 2020-09-30 | $6,272,856 | 22,600 | Call | Other | 2020-11-16 | |
| 2020-03-31 | $721,860 | 3,000 | Call | Other | 2020-05-15 | |
| 2020-03-31 | $1,494,490 | 6,211 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||