Purchases and Sales Made in Q1 2023 in Nextera Energy Partners, LP (NEP)
This table provides information about the institutional ownership of Nextera Energy Partners, LP (NEP) during Q1 2023. The information is specifically focused on institutions that hold shares of NEXTERA ENERGY PARTNERS, LP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
103+ 0.35% |
$5.97K - $7.85K
|
29.8K
$254K
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
100New |
$5.8K - $7.62K
|
100
$851
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
98+ 1.64% |
$5.68K - $7.47K
|
6.08K
$51.7K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
94+ 0.54% |
$5.45K - $7.16K
|
17.4K
$148K
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
90New |
$5.22K - $6.86K
|
90
$766
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
88New |
$5.1K - $6.71K
|
88
$749
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
82+ 0.71% |
$4.75K - $6.25K
|
11.6K
$98.9K
|
|
Apr 12, 2023
Q1 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
75+ 0.51% |
$4.35K - $5.72K
|
14.8K
$126K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
60+ 1.16% |
$3.48K - $4.57K
|
5.22K
$44.5K
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
52+ 1.6% |
$3.01K - $3.96K
|
3.3K
$28.1K
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
45+ 1.26% |
$2.61K - $3.43K
|
3.62K
$30.8K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
38+ 0.42% |
$2.2K - $2.9K
|
9.11K
$77.5K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
37+ 19.37% |
$2.14K - $2.82K
|
228
$1.94K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
29+ 0.72% |
$1.68K - $2.21K
|
4.08K
$34.7K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
25+ 83.33% |
$1.45K - $1.91K
|
55
$468
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
23+ 0.42% |
$1.33K - $1.75K
|
5.52K
$46.9K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
19+ 63.33% |
$1.1K - $1.45K
|
49
$417
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
14+ 0.03% |
$811 - $1.07K
|
43.5K
$370K
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11+ 0.16% |
$637 - $838
|
7.03K
$59.8K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10+ 1.31% |
$580 - $762
|
773
$6.58K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
10+ 0.89% |
$580 - $762
|
1.14K
$9.67K
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
8New |
$464 - $610
|
8
$68.1
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6+ 0.05% |
$348 - $457
|
11.9K
$101K
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5+ 0.11% |
$290 - $381
|
4.55K
$38.7K
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
3+ 0.02% |
$174 - $229
|
18K
$153K
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
3+ 0.25% |
$174 - $229
|
1.18K
$10.1K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1- 0.01% |
$58 - $76.2
|
7.99K
$68K
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-15- 0.25% |
$869 - $1.14K
|
6.09K
$51.8K
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-25- 0.64% |
$1.45K - $1.91K
|
3.89K
$33.1K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-32- 0.01% |
$1.85K - $2.44K
|
333K
$2.83M
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-50- 4.09% |
$2.9K - $3.81K
|
1.17K
$9.97K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-57- 1.21% |
$3.3K - $4.34K
|
4.64K
$39.5K
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-57- 1.16% |
$3.3K - $4.34K
|
4.88K
$41.5K
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-57- 1.16% |
$3.3K - $4.34K
|
4.88K
$41.5K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-66- 1.96% |
$3.82K - $5.03K
|
3.3K
$28.1K
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-71- 1.37% |
$4.11K - $5.41K
|
5.12K
$43.6K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-81- 1.26% |
$4.69K - $6.17K
|
6.32K
$53.8K
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-94- 0.9% |
$5.45K - $7.16K
|
10.4K
$88.5K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-100- 0.54% |
$5.8K - $7.62K
|
18.4K
$157K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-109- 83.21% |
$6.32K - $8.31K
|
22
$187
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-111- 1.49% |
$6.43K - $8.46K
|
7.32K
$62.3K
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-125- 0.31% |
$7.24K - $9.53K
|
40.2K
$342K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-145- 45.89% |
$8.4K - $11K
|
171
$1.46K
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-160- 0.78% |
$9.27K - $12.2K
|
20.4K
$173K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-163- 2.53% |
$9.45K - $12.4K
|
6.28K
$53.4K
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-165- 3.08% |
$9.56K - $12.6K
|
5.2K
$44.3K
|
|
Apr 14, 2023
Q1 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-204- 0.88% |
$11.8K - $15.5K
|
22.9K
$195K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-223- 84.15% |
$12.9K - $17K
|
42
$357
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-228- 0.1% |
$13.2K - $17.4K
|
236K
$2M
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-235- 1.66% |
$13.6K - $17.9K
|
13.9K
$118K
|