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
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-13- 3.32% |
$671 - $830
|
379
$3.23K
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-17- 0.12% |
$877 - $1.08K
|
14.1K
$120K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-20- 5.75% |
$1.03K - $1.28K
|
328
$2.79K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-25- 0.55% |
$1.29K - $1.6K
|
4.53K
$38.5K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-46- 8.24% |
$2.37K - $2.94K
|
512
$4.36K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-46- 0.57% |
$2.37K - $2.94K
|
8.04K
$68.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-48- 4.18% |
$2.48K - $3.06K
|
1.1K
$9.35K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-59- 1.79% |
$3.04K - $3.76K
|
3.24K
$27.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-71- 0.03% |
$3.66K - $4.53K
|
235K
$2M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-81- 1.54% |
$4.18K - $5.17K
|
5.19K
$44.2K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-100- 33.33% |
$5.16K - $6.38K
|
200
$1.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Security National Bank
|
SELL
|
- |
-102- 2.81% |
$5.26K - $6.51K
|
3.53K
$30K
|
|
|
Aug 02, 2023
Q2 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-111- 0.75% |
$5.73K - $7.08K
|
14.6K
$125K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-118- 10.55% |
$6.09K - $7.53K
|
1K
$8.51K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-131- 0.96% |
$6.76K - $8.36K
|
13.5K
$115K
|
|
|
Jul 26, 2023
Q2 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-160- 1.08% |
$8.25K - $10.2K
|
14.7K
$125K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-190- 3.9% |
$9.8K - $12.1K
|
4.69K
$39.9K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-191- 3.92% |
$9.85K - $12.2K
|
4.69K
$39.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-206- 1.91% |
$10.6K - $13.1K
|
10.6K
$90.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-212- 19.49% |
$10.9K - $13.5K
|
876
$7.45K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-231- 19.71% |
$11.9K - $14.7K
|
941
$8.01K
|
|
|
Aug 11, 2023
Q2 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-240- 0.4% |
$12.4K - $15.3K
|
59.1K
$503K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-252- 2.42% |
$13K - $16.1K
|
10.1K
$86.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-300- 3.41% |
$15.5K - $19.1K
|
8.49K
$72.3K
|
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-300- 5.0% |
$15.5K - $19.1K
|
5.7K
$48.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-311- 0.77% |
$16K - $19.8K
|
39.9K
$339K
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-321- 7.97% |
$16.6K - $20.5K
|
3.71K
$31.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-332- 2.79% |
$17.1K - $21.2K
|
11.6K
$98.4K
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-400- 7.81% |
$20.6K - $25.5K
|
4.72K
$40.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-489- 8.25% |
$25.2K - $31.2K
|
5.44K
$46.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-495- 11.31% |
$25.5K - $31.6K
|
3.88K
$33K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-500- 66.67% |
$25.8K - $31.9K
|
250
$2.13K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-505- 3.62% |
$26.1K - $32.2K
|
13.4K
$114K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-537- 8.41% |
$27.7K - $34.3K
|
5.85K
$49.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-556- 3.18% |
$28.7K - $35.5K
|
16.9K
$144K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-590- 10.92% |
$30.4K - $37.6K
|
4.81K
$41K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-699- 7.67% |
$36.1K - $44.6K
|
8.41K
$71.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-735- 12.07% |
$37.9K - $46.9K
|
5.36K
$45.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-737- 1.55% |
$38K - $47K
|
46.8K
$399K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-755- 12.48% |
$39K - $48.2K
|
5.3K
$45.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-758- 3.02% |
$39.1K - $48.4K
|
24.3K
$207K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-920- 18.46% |
$47.5K - $58.7K
|
4.07K
$34.6K
|
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-1K- 22.22% |
$51.6K - $63.8K
|
3.5K
$29.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.01K- 5.12% |
$52.2K - $64.6K
|
18.8K
$160K
|
|
|
Aug 14, 2023
Q2 2023
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-1.15K- 1.71% |
$59.5K - $73.6K
|
66.2K
$563K
|
|
|
Aug 14, 2023
Q2 2023
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.2K- 2.89% |
$61.9K - $76.6K
|
40.3K
$343K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.46K- 1.16% |
$75.5K - $93.4K
|
125K
$1.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.47K- 6.69% |
$76K - $94.1K
|
20.6K
$175K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.49K- 20.68% |
$76.8K - $94.9K
|
5.71K
$48.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-1.58K- 8.79% |
$81.5K - $101K
|
16.4K
$139K
|