Purchases and Sales Made in Q4 2023 in Nextera Energy Partners, LP (NEP)
This table provides information about the institutional ownership of Nextera Energy Partners, LP (NEP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.33K+ 1.98% |
$130K - $194K
|
326K
$2.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
5.13K+ 585.05% |
$105K - $157K
|
6K
$51.1K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
4.94K+ 192.63% |
$102K - $152K
|
7.51K
$63.9K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
4.64K+ 5.9% |
$95.5K - $142K
|
83.2K
$708K
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
4.5K+ 15.88% |
$92.6K - $138K
|
32.8K
$279K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
4.46K+ 197.52% |
$91.8K - $137K
|
6.72K
$57.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
3.7KNew |
$76.1K - $114K
|
3.7K
$31.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.42K+ 31.73% |
$70.3K - $105K
|
14.2K
$121K
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
3.32K+ 10.75% |
$68.2K - $102K
|
34.2K
$291K
|
|
|
Jan 11, 2024
Q4 2023
|
Ervin Investment Management, LLC
|
BUY
|
- |
2.89K+ 13.22% |
$59.4K - $88.6K
|
24.7K
$210K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.76K+ 3.18% |
$56.7K - $84.7K
|
89.3K
$760K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.48KNew |
$50.9K - $76K
|
2.48K
$21.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.46K+ 0.59% |
$50.7K - $75.6K
|
420K
$3.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.44K+ 35.39% |
$50.1K - $74.8K
|
9.32K
$79.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
2.29K+ 13.88% |
$47.1K - $70.2K
|
18.8K
$160K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.1K+ 2.76% |
$43.2K - $64.5K
|
78.2K
$666K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
2.1K+ 39.44% |
$43.2K - $64.5K
|
7.43K
$63.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
1.85KNew |
$38.1K - $56.8K
|
1.85K
$15.7K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.7K+ 322.24% |
$34.9K - $52.1K
|
2.22K
$18.9K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.52K+ 1.19% |
$31.2K - $46.6K
|
129K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.45K+ 1.15% |
$29.9K - $44.6K
|
128K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.4K+ 17.34% |
$28.8K - $42.9K
|
9.46K
$80.5K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.3KNew |
$26.8K - $40K
|
1.3K
$11.1K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.18K+ 15.55% |
$24.3K - $36.2K
|
8.76K
$74.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.13K+ 13.15% |
$23.3K - $34.7K
|
9.72K
$82.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1.1KNew |
$22.6K - $33.8K
|
1.1K
$9.36K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.08K+ 2.17% |
$22.2K - $33.2K
|
50.9K
$433K
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.01K+ 8.84% |
$20.9K - $31.1K
|
12.5K
$106K
|
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.01K+ 8.84% |
$20.9K - $31.1K
|
12.5K
$106K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1KNew |
$20.6K - $30.7K
|
1K
$8.51K
|
|
|
Jan 26, 2024
Q4 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
965+ 1.63% |
$19.9K - $29.6K
|
60.3K
$513K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
957+ 29.22% |
$19.7K - $29.4K
|
4.23K
$36K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
890New |
$18.3K - $27.3K
|
890
$7.57K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
847+ 6.35% |
$17.4K - $26K
|
14.2K
$121K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
806+ 3.18% |
$16.6K - $24.8K
|
26.1K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
741New |
$15.2K - $22.8K
|
741
$6.31K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
735New |
$15.1K - $22.6K
|
735
$6.25K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
690+ 345.0% |
$14.2K - $21.2K
|
890
$7.57K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
667+ 5.32% |
$13.7K - $20.5K
|
13.2K
$112K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
667+ 5.32% |
$13.7K - $20.5K
|
13.2K
$112K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
575+ 5.39% |
$11.8K - $17.7K
|
11.3K
$95.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
562+ 4.27% |
$11.6K - $17.3K
|
13.7K
$117K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
551New |
$11.3K - $16.9K
|
551
$4.69K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
532+ 45.98% |
$10.9K - $16.3K
|
1.69K
$14.4K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
521New |
$10.7K - $16K
|
521
$4.43K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
511+ 160.19% |
$10.5K - $15.7K
|
830
$7.06K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
500New |
$10.3K - $15.4K
|
500
$4.26K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
498+ 4150.0% |
$10.2K - $15.3K
|
510
$4.34K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
472New |
$9.71K - $14.5K
|
472
$4.02K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
423+ 5.43% |
$8.71K - $13K
|
8.21K
$69.9K
|