CWM
NEE.PRO

Calamos Wealth Management’s NextEra Energy, Inc. 4.872% Corporate Units NEE.PRO Stock Holding History

Calamos Wealth Management’s Portfolio NEE.PRO Stock Details NEE.PRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-8,803
Closed -$496K – 342
2022
Q2 		$496K Sell
8,803
-55
-0.6% -$3.09K 0.04% 203
2022
Q1 		$547K Sell
8,858
-5,297
-37% -$313K 0.04% 213
2021
Q4 		$964K Sell
14,155
-1,205
-8% -$76.6K 0.07% 165
2021
Q3 		$900K Sell
15,360
-603
-4% -$36.3K 0.07% 170
2021
Q2 		$896K Sell
15,963
-275
-2% -$15.7K 0.07% 173
2021
Q1 		$932K Sell
16,238
-163
-1% -$9.66K 0.08% 163
2020
Q4 		$971K Sell
16,401
-79
-0.5% -$4.57K 0.09% 149
2020
Q3 		$893K Sell
16,480
-1,020
-6% -$55.6K 0.1% 136
2020
Q2 		$849K Sell
17,500
-2,055
-11% -$100K 0.11% 123
2020
Q1 		$970K Sell
19,555
-615
-3% -$31.7K 0.15% 94
2019
Q4 		$1.03M Sell
20,170
-85
-0.4% -$4.26K 0.12% 118
2019
Q3 		$1.02M Buy
+20,255
New +$996K 0.14% 118

Calamos Wealth Management's NEE.PRO Position: Q3 2022 in Review

Calamos Wealth Management sold out of NextEra Energy, Inc. 4.872% Corporate Units (NEE.PRO) in Q3 2022, closing a stake of 8,803 shares — an estimated $496K sold.

Calamos Wealth Management first reported a position in NEE.PRO in Q3 2019 and held it in 12 quarters. The position peaked at $1.03M in Q4 2019. 0 funds tracked by Wall St. Rank hold NEE.PRO as of Q3 2022.

  • Calamos Wealth Management reported no remaining NextEra Energy, Inc. 4.872% Corporate Units position as of Q3 2022 after selling out during the quarter.
  • Calamos Wealth Management sold 8,803 NextEra Energy, Inc. 4.872% Corporate Units shares in Q3 2022, an estimated $496K.
  • Calamos Wealth Management first reported a position in NextEra Energy, Inc. 4.872% Corporate Units in Q3 2019 and held it in 12 quarters.
  • Calamos Wealth Management's NextEra Energy, Inc. 4.872% Corporate Units position peaked at $1.03M in Q4 2019.
  • 0 funds tracked by Wall St. Rank held NextEra Energy, Inc. 4.872% Corporate Units as of Q3 2022.

Based on Calamos Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.