Position in NEE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$8,914,711
-$853,478 QoQ
Shares Held
101,569
-3.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#624
of 2,988 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Derivatives in NEE
reported options exposure · as of Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$523,337
PutShares
7,300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Calamos Wealth Management LLC holds $32,745,086 across 6 Utilities - Regulated Electric names. NEE ranks #2 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
219,644 | $21,022,127 | |
| 2 | NEE |
Nextera Energy Inc
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|
101,569 | $8,914,711 | |
| 3 | ED |
Consolidated Edison Inc
|
9,669 | $1,069,681 | |
| 4 | AEP |
American Electric Power Co Inc
|
6,747 | $923,057 | |
| 5 | DUK |
Duke Energy CORP
|
4,416 | $558,977 | |
| 6 | CNP |
Centerpoint Energy Inc
|
5,825 | $256,533 |
All Filings in NEE
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34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,914,711 | 101,569 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $9,768,189 | 105,170 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $8,853,519 | 110,283 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $8,211,575 | 108,777 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $7,807,320 | 112,465 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $8,033,538 | 113,324 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $523,337 | 7,300 | Put | Sole | 2025-01-24 | |
| 2024-12-31 | $4,909,976 | 68,489 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $6,212,870 | 73,499 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $637,290 | 9,000 | Put | Sole | 2024-07-25 | |
| 2024-06-30 | $4,407,710 | 62,247 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $4,395,665 | 68,779 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $546,660 | 9,000 | Put | Sole | 2024-01-31 | |
| 2023-12-31 | $4,423,451 | 72,826 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $6,403,074 | 111,766 | Shares | Sole | 2023-10-26 | |
| 2023-09-30 | $515,610 | 9,000 | Put | Sole | 2023-10-26 | |
| 2023-06-30 | $667,800 | 9,000 | Put | Sole | 2023-07-28 | |
| 2023-06-30 | $14,299,898 | 192,721 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $14,929,085 | 193,683 | Shares | Sole | 2023-05-04 | |
| 2023-03-31 | $693,720 | 9,000 | Put | Sole | 2023-05-04 | |
| 2022-12-31 | $17,519,801 | 209,567 | Shares | Sole | 2023-01-26 | |
| 2022-12-31 | $1,797,400 | 21,500 | Put | Sole | 2023-01-26 | |
| 2022-09-30 | $16,504,285 | 210,487 | Shares | Sole | 2022-10-24 | |
| 2022-09-30 | $1,685,815 | 21,500 | Put | Sole | 2022-10-24 | |
| 2022-06-30 | $15,320,968 | 197,792 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $16,300,914 | 192,432 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $18,221,911 | 195,179 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $14,257,818 | 181,582 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $13,397,635 | 182,828 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $14,604,600 | 193,157 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $14,796,367 | 191,787 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $13,026,723 | 46,933 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $13,420,939 | 55,881 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $7,513,118 | 31,224 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||