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 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
406+ 5.05% |
$8.36K - $12.5K
|
8.45K
$71.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
400New |
$8.23K - $12.3K
|
400
$3.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
332+ 2.63% |
$6.83K - $10.2K
|
13K
$110K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
301New |
$6.19K - $9.24K
|
301
$2.56K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
243+ 2.42% |
$5K - $7.46K
|
10.3K
$87.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
216+ 32.68% |
$4.45K - $6.63K
|
877
$7.46K
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
210New |
$4.32K - $6.45K
|
210
$1.79K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
200+ 16.56% |
$4.12K - $6.14K
|
1.41K
$12K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
135New |
$2.78K - $4.15K
|
135
$1.15K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
100+ 10.0% |
$2.06K - $3.07K
|
1.1K
$9.36K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
100New |
$2.06K - $3.07K
|
100
$851
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
99+ 6.82% |
$2.04K - $3.04K
|
1.55K
$13.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
70New |
$1.44K - $2.15K
|
70
$596
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
66New |
$1.36K - $2.03K
|
66
$562
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
50New |
$1.03K - $1.54K
|
50
$426
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
40+ 2.74% |
$823 - $1.23K
|
1.5K
$12.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
38+ 10.44% |
$782 - $1.17K
|
402
$3.42K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
36New |
$741 - $1.11K
|
36
$306
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
21+ 0.06% |
$432 - $645
|
33.5K
$285K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
12+ 2.96% |
$247 - $369
|
417
$3.55K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10+ 111.11% |
$206 - $307
|
19
$162
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
3New |
$61.7 - $92.1
|
3
$25.5
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$20.6 - $30.7
|
1
$8.51
|
|
|
Feb 29, 2024
Q4 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-1- 0.14% |
$20.6 - $30.7
|
699
$5.95K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-28- 3.95% |
$576 - $860
|
680
$5.79K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-49Closed |
$1.01K - $1.5K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-50- 20.41% |
$1.03K - $1.54K
|
195
$1.66K
|
|
|
Feb 07, 2024
Q4 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-141- 11.81% |
$2.9K - $4.33K
|
1.05K
$8.96K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-170Closed |
$3.5K - $5.22K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-179- 1.2% |
$3.68K - $5.5K
|
14.7K
$125K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-200- 16.67% |
$4.12K - $6.14K
|
1K
$8.51K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-206- 50.74% |
$4.24K - $6.33K
|
200
$1.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-207- 1.74% |
$4.26K - $6.36K
|
11.7K
$99.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-285- 73.26% |
$5.87K - $8.75K
|
104
$885
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-365- 69.66% |
$7.51K - $11.2K
|
159
$1.35K
|
|
|
Jan 08, 2024
Q4 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-387- 1.81% |
$7.96K - $11.9K
|
21K
$179K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-432- 9.74% |
$8.89K - $13.3K
|
4.01K
$34.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-446- 35.94% |
$9.18K - $13.7K
|
795
$6.77K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-551- 82.49% |
$11.3K - $16.9K
|
117
$996
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-610- 2.15% |
$12.6K - $18.7K
|
27.7K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-703- 8.5% |
$14.5K - $21.6K
|
7.57K
$64.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-707- 1.62% |
$14.6K - $21.7K
|
43K
$366K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-819- 72.61% |
$16.9K - $25.2K
|
309
$2.63K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-826- 7.24% |
$17K - $25.4K
|
10.6K
$90.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-922- 6.43% |
$19K - $28.3K
|
13.4K
$114K
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-1K- 16.26% |
$20.6K - $30.7K
|
5.15K
$43.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.06K- 9.25% |
$21.7K - $32.4K
|
10.4K
$88.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.18K- 7.16% |
$24.3K - $36.3K
|
15.3K
$130K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.24K- 38.35% |
$25.6K - $38.2K
|
2K
$17K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.3K- 8.87% |
$26.8K - $39.9K
|
13.4K
$114K
|