Calamos Wealth Management’s NextEra Energy, Inc. 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
2019 Q3	–	Sell	-18,625	Closed	-$1.21M	–	242
2019 Q2	$1.21M	Sell	18,625 -3,469	-16%	-$219K	0.16%	97
2019 Q1	$1.37M	Sell	22,094 -1,385	-6%	-$83.1K	0.2%	91
2018 Q4	$1.35M	Sell	23,479 -1,220	-5%	-$71.2K	0.2%	90
2018 Q3	$1.41M	Buy	24,699 +20,680	+515%	+$1.2M	0.18%	86
2018 Q2	$229K	Buy	4,019 +80	+2%	+$4.54K	0.03%	187
2018 Q1	$228K	Buy	+3,939	New	+$220K	0.03%	188

Other funds holding NEE.PRR

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Calamos Wealth Management's NEE.PRR Position: Q3 2019 in Review

Calamos Wealth Management sold out of NextEra Energy, Inc. (NEE.PRR) in Q3 2019, closing a stake of 18,625 shares — an estimated $1.21M sold.

Calamos Wealth Management first reported a position in NEE.PRR in Q1 2018 and held it in 6 quarters. The position peaked at $1.41M in Q3 2018. 1 fund tracked by Wall St. Rank holds NEE.PRR as of Q3 2019.

Calamos Wealth Management reported no remaining NextEra Energy, Inc. position as of Q3 2019 after selling out during the quarter.
Calamos Wealth Management sold 18,625 NextEra Energy, Inc. shares in Q3 2019, an estimated $1.21M.
Calamos Wealth Management first reported a position in NextEra Energy, Inc. in Q1 2018 and held it in 6 quarters.
Calamos Wealth Management's NextEra Energy, Inc. position peaked at $1.41M in Q3 2018.
1 fund tracked by Wall St. Rank held NextEra Energy, Inc. as of Q3 2019.

Based on Calamos Wealth Management's 13F filing for Q3 2019, filed 21 Oct 2019.