Calamos Wealth Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.77M | Sell |
105,170
-5,113
| -5% | -$455K | 0.34% | 64 |
|
|
2025
Q4 | $8.85M | Buy |
110,283
+1,506
| +1% | +$125K | 0.31% | 68 |
|
|
2025
Q3 | $8.21M | Sell |
108,777
-3,688
| -3% | -$269K | 0.3% | 68 |
|
|
2025
Q2 | $7.81M | Sell |
112,465
-859
| -0.8% | -$59.7K | 0.33% | 65 |
|
|
2025
Q1 | $8.03M | Buy |
113,324
+44,835
| +65% | +$3.16M | 0.4% | 63 |
|
|
2024
Q4 | $4.91M | Sell |
68,489
-5,010
| -7% | -$389K | 0.25% | 69 |
|
|
2024
Q3 | $6.21M | Buy |
73,499
+11,252
| +18% | +$878K | 0.32% | 67 |
|
|
2024
Q2 | $4.41M | Sell |
62,247
-6,532
| -9% | -$463K | 0.23% | 77 |
|
|
2024
Q1 | $4.4M | Sell |
68,779
-4,047
| -6% | -$237K | 0.25% | 77 |
|
|
2023
Q4 | $4.42M | Sell |
72,826
-38,940
| -35% | -$2.22M | 0.28% | 75 |
|
|
2023
Q3 | $6.4M | Sell |
111,766
-80,955
| -42% | -$5.6M | 0.49% | 56 |
|
|
2023
Q2 | $14.3M | Sell |
192,721
-962
| -0.5% | -$72.8K | 1.05% | 19 |
|
|
2023
Q1 | $14.9M | Sell |
193,683
-15,884
| -8% | -$1.22M | 1.17% | 15 |
|
|
2022
Q4 | $17.5M | Sell |
209,567
-920
| -0.4% | -$74.3K | 1.36% | 16 |
|
|
2022
Q3 | $16.5M | Buy |
210,487
+12,695
| +6% | +$1.08M | 1.42% | 14 |
|
|
2022
Q2 | $15.3M | Buy |
197,792
+5,360
| +3% | +$408K | 1.36% | 13 |
|
|
2022
Q1 | $16.3M | Sell |
192,432
-2,747
| -1% | -$220K | 1.22% | 12 |
|
|
2021
Q4 | $18.2M | Buy |
195,179
+13,597
| +7% | +$1.18M | 1.33% | 13 |
|
|
2021
Q3 | $14.3M | Sell |
181,582
-1,246
| -0.7% | -$100K | 1.15% | 15 |
|
|
2021
Q2 | $13.4M | Sell |
182,828
-10,329
| -5% | -$775K | 1.04% | 18 |
|
|
2021
Q1 | $14.6M | Buy |
193,157
+1,370
| +0.7% | +$107K | 1.2% | 13 |
|
|
2020
Q4 | $14.8M | Buy |
191,787
+4,055
| +2% | +$303K | 1.35% | 13 |
|
|
2020
Q3 | $13M | Sell |
187,732
-35,792
| -16% | -$2.47M | 1.49% | 10 |
|
|
2020
Q2 | $13.4M | Buy |
223,524
+98,628
| +79% | +$5.9M | 1.67% | 10 |
|
|
2020
Q1 | $7.51M | Buy |
124,896
+19,668
| +19% | +$1.24M | 1.15% | 17 |
|
|
2019
Q4 | $6.37M | Buy |
105,228
+1,012
| +1% | +$59.1K | 0.75% | 31 |
|
|
2019
Q3 | $6.07M | Sell |
104,216
-22,840
| -18% | -$1.24M | 0.81% | 33 |
|
|
2019
Q2 | $6.51M | Buy |
127,056
+3,488
| +3% | +$172K | 0.88% | 30 |
|
|
2019
Q1 | $5.97M | Sell |
123,568
-35,388
| -22% | -$1.62M | 0.85% | 29 |
|
|
2018
Q4 | $6.91M | Sell |
158,956
-13,812
| -8% | -$604K | 1.04% | 20 |
|
|
2018
Q3 | $7.24M | Sell |
172,768
-15,304
| -8% | -$651K | 0.9% | 29 |
|
|
2018
Q2 | $7.85M | Sell |
188,072
-21,116
| -10% | -$853K | 0.98% | 27 |
|
|
2018
Q1 | $8.54M | Buy |
209,188
+34,428
| +20% | +$1.33M | 1.07% | 24 |
|
|
2017
Q4 | $6.82M | Sell |
174,760
-10,620
| -6% | -$410K | 0.89% | 36 |
|
|
2017
Q3 | $6.79M | Buy |
185,380
+9,404
| +5% | +$344K | 0.94% | 28 |
|
|
2017
Q2 | $6.17M | Buy |
175,976
+1,796
| +1% | +$61.4K | 0.87% | 31 |
|
|
2017
Q1 | $5.59M | Buy |
174,180
+35,564
| +26% | +$1.12M | 0.84% | 32 |
|
|
2016
Q4 | $4.14M | Buy |
138,616
+4,296
| +3% | +$128K | 0.67% | 47 |
|
|
2016
Q3 | $4.11M | Sell |
134,320
-11,816
| -8% | -$372K | 0.7% | 45 |
|
|
2016
Q2 | $4.76M | Sell |
146,136
-7,392
| -5% | -$222K | 0.84% | 37 |
|
|
2016
Q1 | $4.54M | Buy |
153,528
+15,672
| +11% | +$440K | 0.87% | 26 |
|
|
2015
Q4 | $3.58M | Buy |
137,856
+4,596
| +3% | +$116K | 0.71% | 39 |
|
|
2015
Q3 | $3.25M | Buy |
133,260
+63,856
| +92% | +$1.62M | 0.78% | 38 |
|
|
2015
Q2 | $1.7M | Buy |
69,404
+8,488
| +14% | +$216K | 0.4% | 91 |
|
|
2015
Q1 | $1.58M | Buy |
+60,916
| New | +$1.61M | 0.4% | 100 |
|
Other funds holding NEE
VCM
VPM
Calamos Wealth Management's NEE Position: Q1 2026 in Review
Calamos Wealth Management reduced its NextEra Energy (NEE) stake by 4.6% in Q1 2026, selling an estimated $455K and leaving 105,170 shares worth $9.77M. The position accounts for 0.34% of the portfolio, ranked #64.
Calamos Wealth Management first reported a position in NEE in Q1 2015 and has held it in 45 quarters since. The position peaked at $18.2M in Q4 2021. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Calamos Wealth Management held 105,170 shares of NextEra Energy worth $9.77M as of Q1 2026.
- Calamos Wealth Management sold 5,113 NextEra Energy shares in Q1 2026, an estimated $455K.
- NextEra Energy made up 0.34% of Calamos Wealth Management's portfolio in Q1 2026, its #64 holding.
- Calamos Wealth Management first reported a position in NextEra Energy in Q1 2015 and has held it in 45 quarters since.
- Calamos Wealth Management's NextEra Energy position peaked at $18.2M in Q4 2021.
- 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.