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Alvarez & Marsal Private Wealth Partners’s NextEra Energy NEE Stock Holding History

Alvarez & Marsal Private Wealth Partners’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
2026
Q2 		– Sell
-3,495
Closed -$325K – 162
2026
Q1 		$325K Buy
+3,495
New +$311K 0.05% 113

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Alvarez & Marsal Private Wealth Partners's NEE Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 3,495 shares — an estimated $325K sold.

Alvarez & Marsal Private Wealth Partners first reported a position in NEE in Q1 2026 and held it in 1 quarter. The position peaked at $325K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
  • Alvarez & Marsal Private Wealth Partners sold 3,495 NextEra Energy shares in Q2 2026, an estimated $325K.
  • Alvarez & Marsal Private Wealth Partners first reported a position in NextEra Energy in Q1 2026 and held it in 1 quarter.
  • Alvarez & Marsal Private Wealth Partners's NextEra Energy position peaked at $325K in Q1 2026.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.