Purchases and Sales Made in Q2 2023 in Nextera Energy Partners, LP (NEP)
This table provides information about the institutional ownership of Nextera Energy Partners, LP (NEP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
20.9K+ 388.97% |
$1.08M - $1.33M
|
26.3K
$463K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
20.5K+ 281.5% |
$1.06M - $1.31M
|
27.8K
$490K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20K+ 61.82% |
$1.03M - $1.27M
|
52.2K
$920K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
19.3KNew |
$994K - $1.23M
|
19.3K
$339K
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
19.2K+ 331.75% |
$988K - $1.22M
|
24.9K
$439K
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
18.7KNew |
$966K - $1.2M
|
18.7K
$330K
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
- |
18K+ 2.43% |
$928K - $1.15M
|
758K
$13.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
16.5KNew |
$853K - $1.06M
|
16.5K
$291K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
16.2KNew |
$835K - $1.03M
|
16.2K
$285K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
15.5K+ 16.5% |
$800K - $989K
|
109K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
15.4KNew |
$793K - $981K
|
15.4K
$271K
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
15.3KNew |
$789K - $976K
|
15.3K
$269K
|
|
|
Aug 10, 2023
Q2 2023
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
15K+ 20.0% |
$774K - $957K
|
90K
$1.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
14.1K+ 2.1% |
$726K - $898K
|
683K
$12M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
12.7K+ 705.56% |
$655K - $810K
|
14.5K
$255K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
12.7K+ 705.56% |
$655K - $810K
|
14.5K
$255K
|
|
|
Aug 14, 2023
Q2 2023
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
11.9K+ 2.75% |
$613K - $759K
|
444K
$7.82M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
11.9K+ 5.85% |
$612K - $757K
|
215K
$3.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.4K+ 14.95% |
$587K - $725K
|
87.4K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
11.2K+ 76.72% |
$578K - $715K
|
25.8K
$455K
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
10.1K+ 7.68% |
$521K - $644K
|
141K
$2.49M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
9.94K+ 53.93% |
$513K - $634K
|
28.4K
$499K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
9.67K+ 106.32% |
$499K - $617K
|
18.8K
$331K
|
|
|
Aug 14, 2023
Q2 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
8.92K+ 5.09% |
$460K - $569K
|
184K
$3.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
8.15K+ 42.01% |
$421K - $520K
|
27.6K
$485K
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
8.06K+ 8.55% |
$416K - $514K
|
102K
$1.8M
|
|
|
Aug 04, 2023
Q2 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
7.95KNew |
$410K - $507K
|
7.95K
$140K
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
7.91K+ 158.24% |
$408K - $505K
|
12.9K
$227K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.81KNew |
$403K - $498K
|
7.81K
$138K
|
|
|
Aug 14, 2023
Q2 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
7.24K+ 50.67% |
$373K - $462K
|
21.5K
$379K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
6.91KNew |
$357K - $441K
|
6.91K
$122K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.73KNew |
$347K - $429K
|
6.73K
$118K
|
|
|
Aug 02, 2023
Q2 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
6.39K+ 13.25% |
$330K - $408K
|
54.6K
$962K
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
6.17K+ 8.83% |
$318K - $394K
|
76K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.13KNew |
$316K - $391K
|
6.13K
$108K
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
6.09K+ 102.13% |
$314K - $388K
|
12K
$212K
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
6.08KNew |
$314K - $388K
|
6.08K
$107K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5.95K+ 19.4% |
$307K - $379K
|
36.6K
$644K
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
5.92KNew |
$305K - $377K
|
5.92K
$104K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
5.76K+ 29.63% |
$297K - $368K
|
25.2K
$444K
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
5.48KNew |
$283K - $350K
|
5.48K
$96.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.37KNew |
$277K - $342K
|
5.37K
$94.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.1K+ 124.88% |
$263K - $325K
|
9.18K
$162K
|
|
|
Aug 14, 2023
Q2 2023
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
5KNew |
$258K - $319K
|
5K
$88.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.96KNew |
$256K - $316K
|
4.96K
$87.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
4.63KNew |
$239K - $295K
|
4.63K
$81.5K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
4.62K+ 0.3% |
$238K - $295K
|
1.55M
$27.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
4.47KNew |
$230K - $285K
|
4.47K
$78.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Alphinity Investment Management Pty LTD
|
BUY
|
- |
4.39K+ 14.66% |
$226K - $280K
|
34.3K
$604K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
4.27KNew |
$220K - $273K
|
4.27K
$75.2K
|