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

Calamos Wealth Management's NEE.PRQ Position: Q3 2018 in Review

Calamos Wealth Management sold out of NextEra Energy, Inc. (NEE.PRQ) in Q3 2018, closing a stake of 22,904 shares — an estimated $1.7M sold.

Calamos Wealth Management first reported a position in NEE.PRQ in Q2 2016 and held it in 9 quarters. The position peaked at $3.02M in Q3 2016. 0 funds tracked by Wall St. Rank hold NEE.PRQ as of Q3 2018.

  • Calamos Wealth Management reported no remaining NextEra Energy, Inc. position as of Q3 2018 after selling out during the quarter.
  • Calamos Wealth Management sold 22,904 NextEra Energy, Inc. shares in Q3 2018, an estimated $1.7M.
  • Calamos Wealth Management first reported a position in NextEra Energy, Inc. in Q2 2016 and held it in 9 quarters.
  • Calamos Wealth Management's NextEra Energy, Inc. position peaked at $3.02M in Q3 2016.
  • 0 funds tracked by Wall St. Rank held NextEra Energy, Inc. as of Q3 2018.

Based on Calamos Wealth Management's 13F filing for Q3 2018, filed 22 Oct 2018.