Calamos Wealth Management’s NextEra Energy NEE Stock Holding History

Calamos Wealth Management’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,300	Closed	-$617K	–	356
2024 Q4	$617K	Buy	+7,300	New	+$567K	0.03%	197
2024 Q3	–	Sell	-9,000	Closed	-$575K	–	329
2024 Q2	$575K	Buy	+9,000	New	+$639K	0.03%	191
2024 Q1	–	Sell	-9,000	Closed	-$516K	–	328
2023 Q4	$516K	Hold	9,000	–	–	0.03%	192
2023 Q3	$668K	Hold	9,000	–	–	0.05%	175
2023 Q2	$694K	Hold	9,000	–	–	0.05%	172
2023 Q1	$752K	Sell	9,000 -12,500	-58%	-$961K	0.06%	164
2022 Q4	$1.8M	Hold	21,500	–	–	0.14%	105
2022 Q3	$1.69M	Buy	+21,500	New	+$1.82M	0.14%	104

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Calamos Wealth Management's NEE Position: Q1 2026 in Review

Calamos Wealth Management reduced its NextEra Energy (NEE) stake by 4.6% in Q1 2026, selling an estimated $455K and leaving 105,170 shares worth $9.77M. The position accounts for 0.34% of the portfolio, ranked #64.

Calamos Wealth Management first reported a position in NEE in Q1 2015 and has held it in 45 quarters since. The position peaked at $18.2M in Q4 2021. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Calamos Wealth Management held 105,170 shares of NextEra Energy worth $9.77M as of Q1 2026.
Calamos Wealth Management sold 5,113 NextEra Energy shares in Q1 2026, an estimated $455K.
NextEra Energy made up 0.34% of Calamos Wealth Management's portfolio in Q1 2026, its #64 holding.
Calamos Wealth Management first reported a position in NextEra Energy in Q1 2015 and has held it in 45 quarters since.
Calamos Wealth Management's NextEra Energy position peaked at $18.2M in Q4 2021.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.