Purchases and Sales Made in Q1 2023 in Nextera Energy Partners, LP (NEP)
This table provides information about the institutional ownership of Nextera Energy Partners, LP (NEP) during Q1 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 |
---|---|---|---|---|---|---|---|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
810+ 21.66% |
$46.9K - $61.7K
|
4.55K
$76.3K
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
750New |
$43.5K - $57.2K
|
750
$12.6K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
744+ 8.08% |
$43.1K - $56.7K
|
9.95K
$167K
|
|
Apr 12, 2023
Q1 2023
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
730+ 0.67% |
$42.3K - $55.6K
|
109K
$1.84M
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
716+ 3.99% |
$41.5K - $54.6K
|
18.7K
$313K
|
|
May 15, 2023
Q1 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
700+ 10.83% |
$40.6K - $53.3K
|
7.17K
$120K
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
694+ 127.11% |
$40.2K - $52.9K
|
1.24K
$20.8K
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
656+ 8.03% |
$38K - $50K
|
8.83K
$148K
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
650+ 3.02% |
$37.7K - $49.5K
|
22.2K
$372K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
647+ 10.71% |
$37.5K - $49.3K
|
6.69K
$112K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
617+ 2.85% |
$35.8K - $47K
|
22.3K
$374K
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
611+ 6.71% |
$35.4K - $46.6K
|
9.72K
$163K
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
605+ 7.3% |
$35.1K - $46.1K
|
8.89K
$149K
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
598+ 16.42% |
$34.7K - $45.6K
|
4.24K
$71.2K
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
594+ 37.5% |
$34.4K - $45.3K
|
2.18K
$36.5K
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
555+ 1.6% |
$32.2K - $42.3K
|
35.3K
$593K
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
554+ 8.94% |
$32.1K - $42.2K
|
6.75K
$113K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
548+ 13.32% |
$31.8K - $41.8K
|
4.66K
$78.2K
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
545+ 5.31% |
$31.6K - $41.5K
|
10.8K
$181K
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
542+ 8.15% |
$31.4K - $41.3K
|
7.19K
$121K
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
537+ 10.12% |
$31.1K - $40.9K
|
5.84K
$98.1K
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
523+ 2.63% |
$30.3K - $39.9K
|
20.4K
$342K
|
|
May 03, 2023
Q1 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
480+ 12.32% |
$27.8K - $36.6K
|
4.38K
$73.4K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
464+ 150.16% |
$26.9K - $35.4K
|
773
$13K
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
460+ 8.65% |
$26.7K - $35.1K
|
5.78K
$97K
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
455+ 3.18% |
$26.4K - $34.7K
|
14.8K
$248K
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
415+ 6.95% |
$24K - $31.6K
|
6.39K
$107K
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
410+ 1.75% |
$23.8K - $31.2K
|
23.8K
$400K
|
|
May 11, 2023
Q1 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
400+ 8.6% |
$23.2K - $30.5K
|
5.05K
$84.7K
|
|
May 11, 2023
Q1 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
400+ 0.12% |
$23.2K - $30.5K
|
345K
$5.79M
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
400New |
$23.2K - $30.5K
|
400
$6.71K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
397+ 1.25% |
$23K - $30.3K
|
32.3K
$541K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
380New |
$22K - $29K
|
380
$6.38K
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
380New |
$22K - $29K
|
380
$6.38K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
349+ 11.49% |
$20.2K - $26.6K
|
3.39K
$56.8K
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
334+ 3.44% |
$19.4K - $25.5K
|
10.1K
$169K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
321+ 452.11% |
$18.6K - $24.5K
|
392
$6.58K
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
259+ 6.93% |
$15K - $19.7K
|
4K
$67.1K
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
251+ 5.8% |
$14.5K - $19.1K
|
4.58K
$76.8K
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
250+ 2.35% |
$14.5K - $19.1K
|
10.9K
$183K
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
250+ 2.72% |
$14.5K - $19.1K
|
9.43K
$158K
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
244+ 72.62% |
$14.1K - $18.6K
|
580
$9.73K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
215+ 11.49% |
$12.5K - $16.4K
|
2.09K
$35K
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
210New |
$12.2K - $16K
|
210
$3.52K
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
183+ 20.31% |
$10.6K - $13.9K
|
1.08K
$18.2K
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
177+ 3.47% |
$10.3K - $13.5K
|
5.27K
$88.4K
|
|
May 15, 2023
Q1 2023
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
125+ 0.19% |
$7.24K - $9.53K
|
67.4K
$1.13M
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
106+ 1.17% |
$6.14K - $8.08K
|
9.18K
$154K
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
103+ 13.14% |
$5.97K - $7.85K
|
887
$14.9K
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
103+ 0.35% |
$5.97K - $7.85K
|
29.8K
$500K
|