Calamos Wealth Management’s NextEra Energy, Inc. NEE.PRQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-22,904
| Closed | -$1.7M | – | 220 |
|
|
2018
Q2 | $1.7M | Sell |
22,904
-620
| -3% | -$44.6K | 0.21% | 77 |
|
|
2018
Q1 | $1.71M | Sell |
23,524
-7,640
| -25% | -$527K | 0.21% | 80 |
|
|
2017
Q4 | $2.17M | Sell |
31,164
-610
| -2% | -$42.3K | 0.28% | 76 |
|
|
2017
Q3 | $2.11M | Sell |
31,774
-645
| -2% | -$42.8K | 0.29% | 92 |
|
|
2017
Q2 | $2.08M | Sell |
32,419
-1,208
| -4% | -$75.8K | 0.29% | 95 |
|
|
2017
Q1 | $2.03M | Sell |
33,627
-8,227
| -20% | -$487K | 0.3% | 95 |
|
|
2016
Q4 | $2.4M | Sell |
41,854
-9,385
| -18% | -$544K | 0.39% | 81 |
|
|
2016
Q3 | $3.02M | Buy |
51,239
+32,017
| +167% | +$1.97M | 0.52% | 63 |
|
|
2016
Q2 | $1.25M | Buy |
+19,222
| New | +$1.16M | 0.22% | 145 |
|