Purchases and Sales Made in Q1 2024 in Nextera Energy Partners, LP (NEP)
This table provides information about the institutional ownership of Nextera Energy Partners, LP (NEP) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
400New |
$10.4K - $12.6K
|
400
$3.4K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
370New |
$9.65K - $11.6K
|
370
$3.15K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
353New |
$9.21K - $11.1K
|
353
$3K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
350New |
$9.13K - $11K
|
350
$2.98K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
250+ 2.22% |
$6.52K - $7.87K
|
11.5K
$97.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
170+ 0.81% |
$4.44K - $5.35K
|
21.2K
$180K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
168+ 9.95% |
$4.38K - $5.29K
|
1.86K
$15.8K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
167+ 1.62% |
$4.36K - $5.26K
|
10.5K
$89K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
160+ 1.15% |
$4.17K - $5.04K
|
14.1K
$120K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
107+ 15.48% |
$2.79K - $3.37K
|
798
$6.79K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
105New |
$2.74K - $3.3K
|
105
$894
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
38+ 0.28% |
$991 - $1.2K
|
13.5K
$115K
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
32+ 2.96% |
$835 - $1.01K
|
1.11K
$9.47K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
30+ 3.0% |
$783 - $944
|
1.03K
$8.77K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
18+ 0.05% |
$470 - $566
|
33.5K
$285K
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
7+ 0.09% |
$183 - $220
|
7.99K
$68K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
5New |
$130 - $157
|
5
$42.6
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
3+ 0.19% |
$78.3 - $94.4
|
1.55K
$13.2K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 5.26% |
$26.1 - $31.5
|
20
$170
|
|
|
May 13, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-11- 1.04% |
$287 - $346
|
1.04K
$8.87K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16- 8.0% |
$417 - $504
|
184
$1.57K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-95- 17.24% |
$2.48K - $2.99K
|
456
$3.88K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-96- 1.31% |
$2.5K - $3.02K
|
7.25K
$61.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-100- 1.67% |
$2.61K - $3.15K
|
5.9K
$50.2K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-100- 11.24% |
$2.61K - $3.15K
|
790
$6.72K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-130- 16.35% |
$3.39K - $4.09K
|
665
$5.66K
|
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-139- 0.06% |
$3.63K - $4.37K
|
224K
$1.91M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-143- 0.78% |
$3.73K - $4.5K
|
18.2K
$155K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-174- 2.06% |
$4.54K - $5.48K
|
8.27K
$70.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-190- 1.95% |
$4.96K - $5.98K
|
9.53K
$81.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-214- 2.02% |
$5.58K - $6.73K
|
10.4K
$88.6K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-227- 15.13% |
$5.92K - $7.14K
|
1.27K
$10.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-229- 98.71% |
$5.97K - $7.21K
|
3
$25.5
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-260- 49.9% |
$6.78K - $8.18K
|
261
$2.22K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-280- 18.3% |
$7.31K - $8.81K
|
1.25K
$10.6K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-344- 3.97% |
$8.97K - $10.8K
|
8.33K
$70.8K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-390- 12.62% |
$10.2K - $12.3K
|
2.7K
$23K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-408- 3.94% |
$10.6K - $12.8K
|
9.95K
$84.6K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-422- 29.97% |
$11K - $13.3K
|
986
$8.39K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-442- 1.69% |
$11.5K - $13.9K
|
25.7K
$219K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-498- 97.65% |
$13K - $15.7K
|
12
$102
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-500- 1.46% |
$13K - $15.7K
|
33.7K
$286K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-738- 88.92% |
$19.3K - $23.2K
|
92
$783
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-789- 5.95% |
$20.6K - $24.8K
|
12.5K
$106K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-840- 17.72% |
$21.9K - $26.4K
|
3.9K
$33.2K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-849- 7.27% |
$22.2K - $26.7K
|
10.8K
$92.1K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-851- 5.6% |
$22.2K - $26.8K
|
14.3K
$122K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-950- 7.19% |
$24.8K - $29.9K
|
12.3K
$104K
|