Institutional & Family Asset Management, LLC Nextera Energy Partners, LP Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$26.09 - $31.47 $61,233 - $73,860	-2,347 Reduced 28.94%	5,764 $173,000
Q1 2023 May 08, 2023	BUY	$57.95 - $76.2 $170,546 - $224,256	2,943 Added 56.95%	8,111 $492,000
Q2 2021 Aug 10, 2021	BUY	$64.79 - $76.36 $26,434 - $31,154	408 Added 8.57%	5,168 $395,000
Q1 2021 May 06, 2021	SELL	$66.36 - $85.12 $104,517 - $134,064	-1,575 Reduced 24.86%	4,760 $347,000
Q4 2020 Feb 03, 2021	BUY	$58.99 - $68.08 $107,597 - $124,177	1,824 Added 40.43%	6,335 $425,000
Q1 2020 May 14, 2020	BUY	$32.16 - $61.24 $145,073 - $276,253	4,511 New	4,511 $194,000

Others Institutions Holding NEP

# of Institutions

360

Shares Held

50M

Call Options Held

5.53M

Put Options Held

2.23M

Black Rock Inc. New York, NY

7.14M
Shares

$125 Million
0.0% of portfolio
Morgan Stanley New York, NY

3.75M
Shares

$65.5 Million
0.01% of portfolio
Clear Bridge Investments LTD Sydney, C3

3.07M
Shares

$53.6 Million
2.17% of portfolio
Brookfield Asset Management Inc. Toronto, A6

2.18M
Shares

$38.1 Million
0.43% of portfolio
Pictet Asset Management Sa Geneva 73, V8

2.06M
Shares

$36 Million
0.15% of portfolio

View Full List

About NEXTERA ENERGY PARTNERS, LP

Ticker NEP
Exchange NYSE
Sector Utilities
Industry Utilities—Renewable
Shares Outstandng 83,905,400
Market Cap $1.47B
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 Institutional & Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Institutional & Family Asset Management, LLC with notifications on news.

Account