CWM
Calamos Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.81M | Sell |
112,465
-859
| -0.8% | -$59.6K | 0.33% | 65 |
|
|
2025
Q1 | $8.03M | Buy |
113,324
+44,835
| +65% | +$3.18M | 0.4% | 63 |
|
|
2024
Q4 | $4.91M | Sell |
68,489
-5,010
| -7% | -$359K | 0.25% | 69 |
|
|
2024
Q3 | $6.21M | Buy |
73,499
+11,252
| +18% | +$951K | 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% | -$259K | 0.25% | 76 |
|
|
2023
Q4 | $4.42M | Sell |
72,826
-38,940
| -35% | -$2.37M | 0.28% | 75 |
|
|
2023
Q3 | $6.4M | Sell |
111,766
-80,955
| -42% | -$4.64M | 0.49% | 56 |
|
|
2023
Q2 | $14.3M | Sell |
192,721
-962
| -0.5% | -$71.4K | 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% | -$76.9K | 1.36% | 16 |
|
|
2022
Q3 | $16.5M | Buy |
210,487
+12,695
| +6% | +$995K | 1.42% | 14 |
|
|
2022
Q2 | $15.3M | Buy |
197,792
+5,360
| +3% | +$415K | 1.36% | 13 |
|
|
2022
Q1 | $16.3M | Sell |
192,432
-2,747
| -1% | -$233K | 1.22% | 12 |
|
|
2021
Q4 | $18.2M | Buy |
195,179
+13,597
| +7% | +$1.27M | 1.33% | 13 |
|
|
2021
Q3 | $14.3M | Sell |
181,582
-1,246
| -0.7% | -$97.8K | 1.15% | 15 |
|
|
2021
Q2 | $13.4M | Sell |
182,828
-10,329
| -5% | -$757K | 1.04% | 18 |
|
|
2021
Q1 | $14.6M | Buy |
193,157
+1,370
| +0.7% | +$104K | 1.2% | 13 |
|
|
2020
Q4 | $14.8M | Buy |
191,787
+144,854
| +309% | +$11.2M | 1.35% | 13 |
|
|
2020
Q3 | $13M | Sell |
46,933
-8,948
| -16% | -$2.48M | 1.49% | 10 |
|
|
2020
Q2 | $13.4M | Buy |
55,881
+24,657
| +79% | +$5.92M | 1.67% | 10 |
|
|
2020
Q1 | $7.51M | Buy |
31,224
+4,917
| +19% | +$1.18M | 1.15% | 17 |
|
|
2019
Q4 | $6.37M | Buy |
26,307
+253
| +1% | +$61.3K | 0.75% | 31 |
|
|
2019
Q3 | $6.07M | Sell |
26,054
-5,710
| -18% | -$1.33M | 0.81% | 33 |
|
|
2019
Q2 | $6.51M | Buy |
31,764
+872
| +3% | +$179K | 0.88% | 30 |
|
|
2019
Q1 | $5.97M | Sell |
30,892
-8,847
| -22% | -$1.71M | 0.85% | 29 |
|
|
2018
Q4 | $6.91M | Sell |
39,739
-3,453
| -8% | -$600K | 1.04% | 20 |
|
|
2018
Q3 | $7.24M | Sell |
43,192
-3,826
| -8% | -$641K | 0.9% | 29 |
|
|
2018
Q2 | $7.85M | Sell |
47,018
-5,279
| -10% | -$882K | 0.98% | 27 |
|
|
2018
Q1 | $8.54M | Buy |
52,297
+8,607
| +20% | +$1.41M | 1.07% | 24 |
|
|
2017
Q4 | $6.82M | Sell |
43,690
-2,655
| -6% | -$415K | 0.89% | 36 |
|
|
2017
Q3 | $6.79M | Buy |
46,345
+2,351
| +5% | +$345K | 0.94% | 28 |
|
|
2017
Q2 | $6.17M | Buy |
43,994
+449
| +1% | +$62.9K | 0.87% | 31 |
|
|
2017
Q1 | $5.59M | Buy |
43,545
+8,891
| +26% | +$1.14M | 0.84% | 32 |
|
|
2016
Q4 | $4.14M | Buy |
34,654
+1,074
| +3% | +$128K | 0.67% | 47 |
|
|
2016
Q3 | $4.11M | Sell |
33,580
-2,954
| -8% | -$361K | 0.7% | 44 |
|
|
2016
Q2 | $4.76M | Sell |
36,534
-1,848
| -5% | -$241K | 0.84% | 37 |
|
|
2016
Q1 | $4.54M | Buy |
38,382
+3,918
| +11% | +$464K | 0.87% | 26 |
|
|
2015
Q4 | $3.58M | Buy |
34,464
+1,149
| +3% | +$119K | 0.71% | 38 |
|
|
2015
Q3 | $3.25M | Buy |
33,315
+15,964
| +92% | +$1.56M | 0.78% | 38 |
|
|
2015
Q2 | $1.7M | Buy |
17,351
+2,122
| +14% | +$208K | 0.4% | 91 |
|
|
2015
Q1 | $1.59M | Buy |
+15,229
| New | +$1.59M | 0.4% | 100 |
|