CWM
NEE.PRO
Calamos Wealth Management’s NextEra Energy, Inc. 4.872% Corporate Units NEE.PRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,803
| Closed | -$496K | – | 334 |
|
|
2022
Q2 | $496K | Sell |
8,803
-55
| -0.6% | -$3.1K | 0.04% | 203 |
|
|
2022
Q1 | $547K | Sell |
8,858
-5,297
| -37% | -$327K | 0.04% | 213 |
|
|
2021
Q4 | $964K | Sell |
14,155
-1,205
| -8% | -$82.1K | 0.07% | 165 |
|
|
2021
Q3 | $900K | Sell |
15,360
-603
| -4% | -$35.3K | 0.07% | 170 |
|
|
2021
Q2 | $896K | Sell |
15,963
-275
| -2% | -$15.4K | 0.07% | 173 |
|
|
2021
Q1 | $932K | Sell |
16,238
-163
| -1% | -$9.36K | 0.08% | 163 |
|
|
2020
Q4 | $971K | Sell |
16,401
-79
| -0.5% | -$4.68K | 0.09% | 149 |
|
|
2020
Q3 | $893K | Sell |
16,480
-1,020
| -6% | -$55.3K | 0.1% | 136 |
|
|
2020
Q2 | $849K | Sell |
17,500
-2,055
| -11% | -$99.7K | 0.11% | 123 |
|
|
2020
Q1 | $970K | Sell |
19,555
-615
| -3% | -$30.5K | 0.15% | 94 |
|
|
2019
Q4 | $1.03M | Sell |
20,170
-85
| -0.4% | -$4.36K | 0.12% | 118 |
|
|
2019
Q3 | $1.02M | Buy |
+20,255
| New | +$1.02M | 0.14% | 118 |
|