Avantax Advisory Services, Inc. Nextera Energy Partners, LP Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Nextera Energy Partners, LP stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 9,630 shares of NEP stock, worth $161,591. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,630

Previous 11,900 19.08%

Holding current value

$161,591

Previous $328,000 19.21%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$23.83 - $28.64 $54,094 - $65,012	-2,270 Reduced 19.08%	9,630 $265,000
Q2 2024 Aug 09, 2024	BUY	$27.0 - $34.55 $55,674 - $71,242	2,062 Added 20.96%	11,900 $328,000
Q1 2024 May 08, 2024	SELL	$26.09 - $31.47 $41,222 - $49,722	-1,580 Reduced 13.84%	9,838 $295,000
Q4 2023 Feb 07, 2024	SELL	$20.58 - $30.71 $391,760 - $584,595	-19,036 Reduced 62.51%	11,418 $347,000
Q3 2023 Nov 07, 2023	SELL	$29.7 - $59.33 $1.69 Million - $3.38 Million	-56,984 Reduced 65.17%	30,454 $904,000
Q2 2023 Aug 11, 2023	BUY	$51.59 - $63.81 $586,526 - $725,455	11,369 Added 14.95%	87,438 $5.13 Million
Q1 2023 Apr 28, 2023	BUY	$57.95 - $76.2 $362,940 - $477,240	6,263 Added 8.97%	76,069 $4.62 Million
Q4 2022 Feb 13, 2023	BUY	$67.94 - $80.48 $354,850 - $420,347	5,223 Added 8.09%	69,806 $4.89 Million
Q3 2022 Nov 01, 2022	BUY	$72.31 - $85.02 $408,479 - $480,277	5,649 Added 9.59%	64,583 $4.67 Million
Q2 2022 Aug 02, 2022	BUY	$61.99 - $83.93 $645,191 - $873,543	10,408 Added 21.45%	58,934 $4.37 Million
Q1 2022 Apr 27, 2022	BUY	$70.78 - $84.15 $627,677 - $746,242	8,868 Added 22.36%	48,526 $4.04 Million
Q4 2021 Jan 24, 2022	BUY	$76.06 - $87.69 $397,033 - $457,741	5,220 Added 15.16%	39,658 $3.35 Million
Q3 2021 Oct 21, 2021	BUY	$72.56 - $83.0 $708,766 - $810,744	9,768 Added 39.59%	34,438 $2.6 Million
Q2 2021 Jul 29, 2021	BUY	$64.79 - $76.36 $1.27 Million - $1.49 Million	19,576 Added 384.3%	24,670 $1.89 Million
Q1 2021 May 13, 2021	SELL	$66.36 - $85.12 $19,642 - $25,195	-296 Reduced 5.49%	5,094 $372,000
Q4 2020 Jan 22, 2021	SELL	$58.99 - $68.08 $6,370 - $7,352	-108 Reduced 1.96%	5,390 $362,000
Q3 2020 Oct 14, 2020	BUY	$52.52 - $63.55 $288,754 - $349,397	5,498 New	5,498 $329,000

Others Institutions Holding NEP

# of Institutions

358

Shares Held

50M

Call Options Held

5.53M

Put Options Held

2.23M

View Full List

About NEXTERA ENERGY PARTNERS, LP

Ticker NEP
Exchange NYSE
Sector Utilities
Industry Utilities—Renewable
Shares Outstandng 83,905,400
Market Cap $1.41B
Description
NextEra Energy Partners, LP acquires, owns, and manages contracted clean energy projects in the United States. It owns a portfolio of contracted renewable generation assets consisting of wind and solar projects, as well as contracted natural gas pipeline assets. NextEra Energy Partners, LP was incorporated in 2014 and is headquartered in Juno Be...

More about NEP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

Avantax Advisory Services, Inc. Nextera Energy Partners, LP Transaction History