CWM
NEE.PRR
Calamos Wealth Management’s NextEra Energy, Inc. NEE.PRR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$225K | 0.16% | 97 |
|
|
2019
Q1 | $1.37M | Sell |
22,094
-1,385
| -6% | -$85.7K | 0.2% | 91 |
|
|
2018
Q4 | $1.35M | Sell |
23,479
-1,220
| -5% | -$70.3K | 0.2% | 90 |
|
|
2018
Q3 | $1.41M | Buy |
24,699
+20,680
| +515% | +$1.18M | 0.18% | 86 |
|
|
2018
Q2 | $229K | Buy |
4,019
+80
| +2% | +$4.56K | 0.03% | 187 |
|
|
2018
Q1 | $228K | Buy |
+3,939
| New | +$228K | 0.03% | 188 |
|