Calamos Wealth Management LLC

SEC CIK: 0001455258
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

NEE holding history

Nextera Energy Inc in every 13F filed by Calamos Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NEE overview All 13F holders of NEE Full Q2 2026 holdings

Shares (Q2 2026): 101,569
Value: $8.91M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of NEE by Calamos Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	101,569	$8.91M	0.3%	−3,601−3.4%	Reduced	Holders
Q1 2026	105,170	$9.77M	0.3%	−5,113−4.6%	Reduced	Holders
Q4 2025	110,283	$8.85M	0.3%	+1,506+1.4%	Added	Holders
Q3 2025	108,777	$8.21M	0.3%	−3,688−3.3%	Reduced	Holders
Q2 2025	112,465	$7.81M	0.3%	−859−0.8%	Reduced	Holders
Q1 2025	113,324	$8.03M	0.4%	+44,835+65.5%	Added	Holders
Q4 2024	68,489	$4.91M	0.2%	−5,010−6.8%	Reduced	Holders
Q3 2024	73,499	$6.21M	0.3%	+11,252+18.1%	Added	Holders
Q2 2024	62,247	$4.41M	0.2%	−6,532−9.5%	Reduced	Holders
Q1 2024	68,779	$4.40M	0.2%	−4,047−5.6%	Reduced	Holders
Q4 2023	72,826	$4.42M	0.3%	−38,940−34.8%	Reduced	Holders
Q3 2023	111,766	$6.40M	0.5%	−80,955−42.0%	Reduced	Holders
Q2 2023	192,721	$14.3M	1.1%	−962−0.5%	Reduced	Holders
Q1 2023	193,683	$14.9M	1.2%	−15,884−7.6%	Reduced	Holders
Q4 2022	209,567	$17.5M	1.4%	−920−0.4%	Reduced	Holders
Q3 2022	210,487	$16.5M	1.4%	+12,695+6.4%	Added	Holders
Q2 2022	197,792	$15.3M	1.4%	+5,360+2.8%	Added	Holders
Q1 2022	192,432	$16.3M	1.2%	−2,747−1.4%	Reduced	Holders
Q4 2021	195,179	$18.2M	1.3%	+13,597+7.5%	Added	Holders
Q3 2021	181,582	$14.3M	1.2%	−1,246−0.7%	Reduced	Holders
Q2 2021	182,828	$13.4M	1.0%	−10,329−5.3%	Reduced	Holders
Q1 2021	193,157	$14.6M	1.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.