Latest Institutional Transactions on Nextera Energy Partners, LP (NEP)
This table provides information on the latest institutional transactions involving Nextera Energy Partners, LP (NEP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
283+ 0.38% |
$14.6K - $18.1K
|
75.5K
$682K
|
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
200+ 3.96% |
$10.3K - $12.8K
|
5.25K
$47.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Reaves W H & CO Inc
|
SELL
|
- |
-65.1K- 52.03% |
$3.36M - $4.16M
|
60K
$543K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-190- 3.9% |
$9.8K - $12.1K
|
4.69K
$42.4K
|
|
|
Aug 04, 2023
Q2 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
7.95KNew |
$410K - $507K
|
7.95K
$71.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.3K- 30.32% |
$170K - $211K
|
7.59K
$68.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.15K- 25.77% |
$317K - $392K
|
17.7K
$160K
|
|
|
Aug 04, 2023
Q2 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-111- 0.75% |
$5.73K - $7.08K
|
14.6K
$132K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1K+ 27.58% |
$51.6K - $63.8K
|
4.63K
$41.8K
|
|
|
Aug 02, 2023
Q2 2023
|
C World Wide Group Holding A
|
BUY
|
- |
21.4K+ 85.88% |
$1.1M - $1.37M
|
46.3K
$419K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
186+ 4.65% |
$9.6K - $11.9K
|
4.18K
$37.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
4.47KNew |
$230K - $285K
|
4.47K
$40.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-118- 10.55% |
$6.09K - $7.53K
|
1K
$9.04K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
316New |
$16.3K - $20.2K
|
316
$2.86K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
16.2KNew |
$835K - $1.03M
|
16.2K
$146K
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3.49KNew |
$180K - $223K
|
3.49K
$31.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-18.3K- 25.81% |
$943K - $1.17M
|
52.6K
$475K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-590- 10.92% |
$30.4K - $37.6K
|
4.81K
$43.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-500- 66.67% |
$25.8K - $31.9K
|
250
$2.26K
|
|
|
Jul 25, 2023
Q2 2023
|
Alphinity Investment Management Pty LTD
|
BUY
|
- |
4.39K+ 14.66% |
$226K - $280K
|
34.3K
$310K
|
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-495- 11.31% |
$25.5K - $31.6K
|
3.88K
$35.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
19.2K+ 331.75% |
$988K - $1.22M
|
24.9K
$225K
|
|
|
Jul 24, 2023
Q2 2023
|
Community Capital Management, LLC
|
SELL
|
- |
-20.1K- 43.17% |
$1.04M - $1.28M
|
26.4K
$239K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-755- 12.48% |
$39K - $48.2K
|
5.3K
$47.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
103K+ 496.21% |
$5.34M - $6.6M
|
124K
$1.12M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
542New |
$28K - $34.6K
|
542
$4.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
440New |
$22.7K - $28.1K
|
440
$3.98K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
425+ 4.63% |
$21.9K - $27.1K
|
9.61K
$86.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.6K+ 17.96% |
$82.4K - $102K
|
10.5K
$94.8K
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-400- 7.81% |
$20.6K - $25.5K
|
4.72K
$42.7K
|
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-300- 5.0% |
$15.5K - $19.1K
|
5.7K
$51.5K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.75K- 25.93% |
$90.3K - $112K
|
5K
$45.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
335+ 9.89% |
$17.3K - $21.4K
|
3.72K
$33.6K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.49K- 20.68% |
$76.8K - $94.9K
|
5.71K
$51.6K
|
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-31.5K- 89.23% |
$1.63M - $2.01M
|
3.81K
$34.4K
|
|
| Q1 2023 | |||||||
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-165- 3.08% |
$9.56K - $12.6K
|
5.2K
$47K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-145- 45.89% |
$8.4K - $11K
|
171
$1.55K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
25+ 83.33% |
$1.45K - $1.91K
|
55
$497
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.46KNew |
$201K - $264K
|
3.46K
$31.3K
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
656+ 8.03% |
$38K - $50K
|
8.83K
$79.8K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-2.79K- 1.18% |
$162K - $213K
|
234K
$2.12M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
33.8KNew |
$1.96M - $2.58M
|
33.8K
$306K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
380New |
$22K - $29K
|
380
$3.44K
|
|
|
May 15, 2023
Q1 2023
|
Peconic Partners LLC
New York, NY |
BUY
|
- |
10K+ 100.0% |
$580K - $762K
|
20K
$181K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
3.72KNew |
$215K - $283K
|
3.72K
$33.6K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1K- 36.04% |
$58K - $76.2K
|
1.78K
$16K
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
406K+ 27.78% |
$23.6M - $31M
|
1.87M
$16.9M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-4.34K- 3.09% |
$252K - $331K
|
136K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
45+ 1.26% |
$2.61K - $3.43K
|
3.62K
$32.7K
|
|