Purchases and Sales Made in Q4 2021 in Nextera Energy Partners, LP (NEP)
This table provides information about the institutional ownership of Nextera Energy Partners, LP (NEP) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 06, 2022
Q4 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
280+ 12.61% |
$21.3K - $24.6K
|
2.5K
$21.3K
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
275+ 4.14% |
$20.9K - $24.1K
|
6.93K
$58.9K
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
260+ 3.09% |
$19.8K - $22.8K
|
8.67K
$73.8K
|
|
Feb 14, 2022
Q4 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
250+ 3.86% |
$19K - $21.9K
|
6.73K
$57.3K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
246+ 4.62% |
$18.7K - $21.6K
|
5.57K
$47.4K
|
|
Jan 03, 2022
Q4 2021
|
Enterprise Bank & Trust CO
|
BUY
|
- |
242+ 0.56% |
$18.4K - $21.2K
|
43.2K
$367K
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
239+ 1.27% |
$18.2K - $21K
|
19K
$162K
|
|
Feb 25, 2022
Q4 2021
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
231+ 1.13% |
$17.6K - $20.3K
|
20.6K
$176K
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
210+ 3.18% |
$16K - $18.4K
|
6.81K
$57.9K
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
200New |
$15.2K - $17.5K
|
200
$1.7K
|
|
Feb 14, 2022
Q4 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
200+ 1.55% |
$15.2K - $17.5K
|
13.1K
$111K
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
200New |
$15.2K - $17.5K
|
200
$1.7K
|
|
Feb 07, 2022
Q4 2021
|
Inverness Counsel LLC
|
BUY
|
- |
182+ 0.36% |
$13.8K - $16K
|
50.4K
$429K
|
|
Feb 09, 2022
Q4 2021
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
173+ 0.86% |
$13.2K - $15.2K
|
20.4K
$173K
|
|
Jan 31, 2022
Q4 2021
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
165+ 1.42% |
$12.5K - $14.5K
|
11.8K
$100K
|
|
Feb 08, 2022
Q4 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
150New |
$11.4K - $13.2K
|
150
$1.28K
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
150New |
$11.4K - $13.2K
|
150
$1.28K
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
145+ 1.97% |
$11K - $12.7K
|
7.5K
$63.9K
|
|
Jan 18, 2022
Q4 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
140+ 2.2% |
$10.6K - $12.3K
|
6.51K
$55.4K
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
131New |
$9.96K - $11.5K
|
131
$1.11K
|
|
Feb 14, 2022
Q4 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
125New |
$9.51K - $11K
|
125
$1.06K
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
122New |
$9.28K - $10.7K
|
122
$1.04K
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
122+ 0.96% |
$9.28K - $10.7K
|
12.9K
$109K
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
120+ 0.48% |
$9.13K - $10.5K
|
25K
$213K
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
119+ 1.56% |
$9.05K - $10.4K
|
7.74K
$65.9K
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
105+ 1.76% |
$7.99K - $9.21K
|
6.07K
$51.7K
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
101New |
$7.68K - $8.86K
|
101
$860
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
80+ 66.67% |
$6.08K - $7.02K
|
200
$1.7K
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
70+ 14.58% |
$5.32K - $6.14K
|
550
$4.68K
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
41+ 0.8% |
$3.12K - $3.6K
|
5.17K
$44K
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
38+ 0.59% |
$2.89K - $3.33K
|
6.43K
$54.7K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
30+ 10.71% |
$2.28K - $2.63K
|
310
$2.64K
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
30+ 0.04% |
$2.28K - $2.63K
|
85.4K
$727K
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
29+ 107.41% |
$2.21K - $2.54K
|
56
$477
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
27+ 0.78% |
$2.05K - $2.37K
|
3.5K
$29.7K
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
25+ 0.7% |
$1.9K - $2.19K
|
3.62K
$30.8K
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
24+ 2.44% |
$1.83K - $2.1K
|
1.01K
$8.57K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
21+ 1.24% |
$1.6K - $1.84K
|
1.72K
$14.6K
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
21+ 0.53% |
$1.6K - $1.84K
|
3.96K
$33.7K
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
20New |
$1.52K - $1.75K
|
20
$170
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
17+ 0.53% |
$1.29K - $1.49K
|
3.22K
$27.4K
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
14+ 0.12% |
$1.06K - $1.23K
|
11.9K
$101K
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
9+ 0.3% |
$685 - $789
|
3K
$25.6K
|
|
Feb 08, 2022
Q4 2021
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8+ 0.1% |
$608 - $702
|
8.22K
$69.9K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
8+ 0.1% |
$608 - $702
|
8.23K
$70.1K
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
5+ 16.67% |
$380 - $438
|
35
$298
|
|
Feb 07, 2022
Q4 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
4+ 0.8% |
$304 - $351
|
507
$4.31K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3+ 0.05% |
$228 - $263
|
5.53K
$47.1K
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.72% |
$76.1 - $87.7
|
140
$1.19K
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-5- 0.17% |
$380 - $438
|
2.89K
$24.6K
|