Purchases and Sales Made in Q3 2023 in Nextera Energy Partners, LP (NEP)
This table provides information about the institutional ownership of Nextera Energy Partners, LP (NEP) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
400New |
$11.9K - $23.7K
|
400
$3.4K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
374+ 249.33% |
$11.1K - $22.2K
|
524
$4.46K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
353+ 3.67% |
$10.5K - $20.9K
|
9.96K
$84.8K
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
327+ 419.23% |
$9.71K - $19.4K
|
405
$3.45K
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
316+ 3.25% |
$9.39K - $18.7K
|
10K
$85.4K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
300New |
$8.91K - $17.8K
|
300
$2.55K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
276+ 641.86% |
$8.2K - $16.4K
|
319
$2.71K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
215New |
$6.39K - $12.8K
|
215
$1.83K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
188New |
$5.58K - $11.2K
|
188
$1.6K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
144New |
$4.28K - $8.54K
|
144
$1.23K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
138+ 12.51% |
$4.1K - $8.19K
|
1.24K
$10.6K
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
120+ 3.88% |
$3.56K - $7.12K
|
3.21K
$27.3K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
118+ 40.97% |
$3.5K - $7K
|
406
$3.46K
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
100New |
$2.97K - $5.93K
|
100
$851
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
- |
100New |
$2.97K - $5.93K
|
100
$851
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
92New |
$2.73K - $5.46K
|
92
$783
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
85+ 1.0% |
$2.52K - $5.04K
|
8.59K
$73.1K
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
81+ 13.97% |
$2.41K - $4.81K
|
661
$5.63K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
74+ 151.02% |
$2.2K - $4.39K
|
123
$1.05K
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
70New |
$2.08K - $4.15K
|
70
$596
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
55+ 5.07% |
$1.63K - $3.26K
|
1.14K
$9.69K
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
53+ 0.36% |
$1.57K - $3.14K
|
14.8K
$126K
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
48New |
$1.43K - $2.85K
|
48
$408
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
42+ 1.9% |
$1.25K - $2.49K
|
2.26K
$19.2K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
20New |
$594 - $1.19K
|
20
$170
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
15+ 1.31% |
$446 - $890
|
1.16K
$9.85K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
12New |
$356 - $712
|
12
$102
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
10New |
$297 - $593
|
10
$85.1
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
6+ 0.19% |
$178 - $356
|
3.24K
$27.6K
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
1+ 0.07% |
$29.7 - $59.3
|
1.45K
$12.3K
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1+ 0.01% |
$29.7 - $59.3
|
8.04K
$68.4K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1- 0.66% |
$29.7 - $59.3
|
150
$1.28K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-2- 0.01% |
$59.4 - $119
|
13.5K
$115K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3- 5.26% |
$89.1 - $178
|
54
$460
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9- 0.79% |
$267 - $534
|
1.13K
$9.6K
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-15- 0.14% |
$446 - $890
|
10.6K
$90.1K
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-30- 2.45% |
$891 - $1.78K
|
1.19K
$10.2K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-37- 13.12% |
$1.1K - $2.2K
|
245
$2.08K
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-50- 8.76% |
$1.49K - $2.97K
|
521
$4.43K
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-100- 7.69% |
$2.97K - $5.93K
|
1.2K
$10.2K
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-125- 1.67% |
$3.71K - $7.42K
|
7.36K
$62.7K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-150- 3.14% |
$4.46K - $8.9K
|
4.63K
$39.4K
|
|
Oct 24, 2023
Q3 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-168- 0.01% |
$4.99K - $9.97K
|
1.3M
$11.1M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-235- 71.65% |
$6.98K - $13.9K
|
93
$791
|
|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-250- 10.75% |
$7.43K - $14.8K
|
2.08K
$17.7K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-330- 87.07% |
$9.8K - $19.6K
|
49
$417
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-342- 66.8% |
$10.2K - $20.3K
|
170
$1.45K
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-423- 5.15% |
$12.6K - $25.1K
|
7.79K
$66.3K
|
|
Nov 07, 2023
Q3 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-431- 11.63% |
$12.8K - $25.6K
|
3.28K
$27.9K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-610- 5.08% |
$18.1K - $36.2K
|
11.4K
$97.1K
|