Purchases and Sales Made in Q2 2023 in Nextera Energy Partners, LP (NEP)
This table provides information about the institutional ownership of Nextera Energy Partners, LP (NEP) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
4.27KNew |
$220K - $273K
|
4.27K
$36.3K
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.03KNew |
$208K - $257K
|
4.03K
$34.3K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.92K+ 12.37% |
$202K - $250K
|
35.7K
$303K
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.92K+ 3.41% |
$202K - $250K
|
119K
$1.01M
|
|
Aug 14, 2023
Q2 2023
|
Recurrent Investment Advisors LLC
Houston, TX |
BUY
|
- |
3.5KNew |
$181K - $223K
|
3.5K
$29.8K
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3.49KNew |
$180K - $223K
|
3.49K
$29.7K
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.42K+ 40.84% |
$177K - $218K
|
11.8K
$100K
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
BUY
|
- |
3.39K+ 9.06% |
$175K - $216K
|
40.8K
$347K
|
|
Aug 14, 2023
Q2 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
3.28K+ 45.77% |
$169K - $209K
|
10.4K
$88.9K
|
|
Aug 14, 2023
Q2 2023
|
Cavalry Management Group, LLC
San Francisco, CA |
BUY
|
- |
3.26K+ 53.48% |
$168K - $208K
|
9.35K
$79.6K
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
3.25K+ 4.9% |
$168K - $207K
|
69.5K
$591K
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
3.16K+ 12.88% |
$163K - $202K
|
27.7K
$236K
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
3.16KNew |
$163K - $202K
|
3.16K
$26.9K
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.64K+ 14.14% |
$136K - $169K
|
21.3K
$181K
|
|
Aug 11, 2023
Q2 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
2.5K+ 43.17% |
$129K - $159K
|
8.28K
$70.4K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.49K+ 14.3% |
$128K - $159K
|
19.9K
$169K
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.05K+ 17.6% |
$106K - $131K
|
13.7K
$116K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.83KNew |
$94.4K - $117K
|
1.83K
$15.6K
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.79K+ 24.39% |
$92.1K - $114K
|
9.11K
$77.5K
|
|
Aug 09, 2023
Q2 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.7K+ 0.91% |
$87.7K - $108K
|
189K
$1.6M
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.6K+ 17.96% |
$82.4K - $102K
|
10.5K
$89.2K
|
|
Aug 14, 2023
Q2 2023
|
Castellan Group
Louisville, KY |
BUY
|
- |
1.52K+ 4.3% |
$78.2K - $96.7K
|
36.7K
$313K
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.3K+ 110.08% |
$67K - $82.9K
|
2.48K
$21.1K
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.3K+ 12.89% |
$66.9K - $82.7K
|
11.3K
$96.6K
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
1.25K+ 21.34% |
$64.3K - $79.6K
|
7.09K
$60.3K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.18K+ 2.28% |
$61.1K - $75.6K
|
53.2K
$453K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.14K+ 24.16% |
$58.8K - $72.7K
|
5.85K
$49.8K
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.12KNew |
$57.5K - $71.1K
|
1.12K
$9.49K
|
|
Jul 21, 2023
Q2 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
1.01K+ 1.64% |
$52.2K - $64.5K
|
62.7K
$533K
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1K+ 27.58% |
$51.6K - $63.8K
|
4.63K
$39.4K
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
984+ 7.87% |
$50.8K - $62.8K
|
13.5K
$115K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
946+ 16.61% |
$48.8K - $60.4K
|
6.64K
$56.5K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
871+ 13.88% |
$44.9K - $55.6K
|
7.15K
$60.8K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
849+ 18.06% |
$43.8K - $54.2K
|
5.55K
$47.2K
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
800New |
$41.3K - $51K
|
800
$6.81K
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
762+ 61.45% |
$39.3K - $48.6K
|
2K
$17K
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
703+ 6.39% |
$36.3K - $44.9K
|
11.7K
$99.6K
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
681+ 13.04% |
$35.1K - $43.5K
|
5.91K
$50.3K
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
674+ 10.08% |
$34.8K - $43K
|
7.36K
$62.6K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
653+ 2.3% |
$33.7K - $41.7K
|
29K
$247K
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
625+ 9.54% |
$32.2K - $39.9K
|
7.18K
$61.1K
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Services
|
BUY
|
- |
606+ 4.21% |
$31.3K - $38.7K
|
15K
$128K
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
566+ 1.3% |
$29.2K - $36.1K
|
44.1K
$375K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
557New |
$28.7K - $35.5K
|
557
$4.74K
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
550+ 2.7% |
$28.4K - $35.1K
|
21K
$178K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
542New |
$28K - $34.6K
|
542
$4.61K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
520+ 6.51% |
$26.8K - $33.2K
|
8.51K
$72.4K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
502+ 7.65% |
$25.9K - $32K
|
7.07K
$60.1K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
484+ 6.77% |
$25K - $30.9K
|
7.64K
$65K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
467+ 2.19% |
$24.1K - $29.8K
|
21.8K
$185K
|