Institutional Ownership Nextera Energy Partners, LP (NEP)
This table provides information about the institutional ownership of Nextera Energy Partners, LP (NEP). We have compiled data on the 358 institutions that hold shares in the stock, with a total of 50 Million shares, which have been reported (via 13F filing form) to have a value of $793 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 23, 2024 Q2 2024 |
1,143
shares
|
$18,379
0.02% of portfolio
|
Q2 2024
Added 2.7%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,118
shares
|
$17,977
0.01% of portfolio
|
Q2 2024
Reduced 24.97%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,100
shares
|
$17,687
0.0% of portfolio
|
Q2 2024
Reduced 35.29%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
1,050
shares
|
$16,884
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,039
shares
|
$16,707
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$16,079
0.0% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,000
shares
|
$16,079
0.01% of portfolio
|
Q2 2023
Added 42.86%
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
908
shares
|
$14,600
0.0% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
850
shares
|
$13,667
0.0% of portfolio
|
Q3 2018
Added 163.79%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
839
shares
|
$13,491
0.0% of portfolio
|
Q3 2024
Added 142.49%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
800
shares
|
$12,863
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
790
shares
|
$12,703
0.01% of portfolio
|
Q1 2024
Reduced 11.24%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
755
shares
|
$12,140
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
680
shares
|
$10,934
0.0% of portfolio
|
Q4 2023
Reduced 3.95%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
665
shares
|
$10,693
0.0% of portfolio
|
Q3 2024
Reduced 60.06%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
600
shares
|
$9,647
0.0% of portfolio
|
Q2 2024
Reduced 39.15%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
577
shares
|
$9,278
0.0% of portfolio
|
Q3 2024
Reduced 76.07%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
500
shares
|
$8,039
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
500
shares
|
$8,039
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
496
shares
|
$7,975
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
472
shares
|
$7,589
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
425
shares
|
$6,833
0.0% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
400
shares
|
$6,431
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
400
shares
|
$6,431
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
372
shares
|
$5,981
0.0% of portfolio
|
Q3 2024
Added 3.62%
|