CWM
NEE.PRR

Calamos Wealth Management’s NextEra Energy, Inc. 6.926% Corporate Units NEE.PRR Stock Holding History

Calamos Wealth Management’s Portfolio NEE.PRR Stock Details NEE.PRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13,204
Closed -$548K – 330
2024
Q2 		$548K Buy
13,204
+235
+2% +$9.92K 0.03% 196
2024
Q1 		$505K Buy
12,969
+641
+5% +$23.7K 0.03% 204
2023
Q4 		$470K Sell
12,328
-2,735
-18% -$101K 0.03% 201
2023
Q3 		$570K Sell
15,063
-417
-3% -$18.3K 0.04% 187
2023
Q2 		$701K Sell
15,480
-795
-5% -$37.1K 0.05% 170
2023
Q1 		$754K Buy
16,275
+4,764
+41% +$227K 0.06% 163
2022
Q4 		$578K Buy
+11,511
New +$552K 0.04% 188

Other funds holding NEE.PRR

VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return

Calamos Wealth Management's NEE.PRR Position: Q3 2024 in Review

Calamos Wealth Management sold out of NextEra Energy, Inc. 6.926% Corporate Units (NEE.PRR) in Q3 2024, closing a stake of 13,204 shares — an estimated $548K sold.

Calamos Wealth Management first reported a position in NEE.PRR in Q4 2022 and held it in 7 quarters. The position peaked at $754K in Q1 2023. 85 funds tracked by Wall St. Rank hold NEE.PRR as of Q3 2024.

  • Calamos Wealth Management reported no remaining NextEra Energy, Inc. 6.926% Corporate Units position as of Q3 2024 after selling out during the quarter.
  • Calamos Wealth Management sold 13,204 NextEra Energy, Inc. 6.926% Corporate Units shares in Q3 2024, an estimated $548K.
  • Calamos Wealth Management first reported a position in NextEra Energy, Inc. 6.926% Corporate Units in Q4 2022 and held it in 7 quarters.
  • Calamos Wealth Management's NextEra Energy, Inc. 6.926% Corporate Units position peaked at $754K in Q1 2023.
  • 85 funds tracked by Wall St. Rank held NextEra Energy, Inc. 6.926% Corporate Units as of Q3 2024.

Based on Calamos Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.