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 |
---|---|---|---|---|---|---|---|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
440New |
$22.7K - $28.1K
|
440
$7.75K
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
425+ 4.63% |
$21.9K - $27.1K
|
9.61K
$169K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
389New |
$20.1K - $24.8K
|
389
$6.85K
|
|
Jul 19, 2023
Q2 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
388+ 1.06% |
$20K - $24.8K
|
37.1K
$653K
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
369+ 1.81% |
$19K - $23.5K
|
20.8K
$366K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
364+ 47.09% |
$18.8K - $23.2K
|
1.14K
$20K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
364+ 47.09% |
$18.8K - $23.2K
|
1.14K
$20K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
360+ 7.72% |
$18.6K - $23K
|
5.02K
$88.5K
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
350+ 7.9% |
$18.1K - $22.3K
|
4.78K
$84.2K
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
335+ 9.89% |
$17.3K - $21.4K
|
3.72K
$65.5K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
322+ 3.24% |
$16.6K - $20.5K
|
10.3K
$181K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
316New |
$16.3K - $20.2K
|
316
$5.56K
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
300+ 42.86% |
$15.5K - $19.1K
|
1K
$17.6K
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
283+ 0.38% |
$14.6K - $18.1K
|
75.5K
$1.33M
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
268+ 22.67% |
$13.8K - $17.1K
|
1.45K
$25.5K
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
250+ 2.65% |
$12.9K - $16K
|
9.68K
$170K
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
250+ 28.18% |
$12.9K - $16K
|
1.14K
$20K
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
249+ 5.17% |
$12.8K - $15.9K
|
5.06K
$89.1K
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
238New |
$12.3K - $15.2K
|
238
$4.19K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
216+ 40.15% |
$11.1K - $13.8K
|
754
$13.3K
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
206New |
$10.6K - $13.1K
|
206
$3.63K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
200+ 227.27% |
$10.3K - $12.8K
|
288
$5.07K
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
200+ 3.96% |
$10.3K - $12.8K
|
5.25K
$92.5K
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
186+ 4.65% |
$9.6K - $11.9K
|
4.18K
$73.7K
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
167+ 4.3% |
$8.62K - $10.7K
|
4.05K
$71.4K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
167+ 31.87% |
$8.62K - $10.7K
|
691
$12.2K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
167+ 31.87% |
$8.62K - $10.7K
|
691
$12.2K
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
159+ 1.09% |
$8.2K - $10.1K
|
14.8K
$260K
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
156+ 0.21% |
$8.05K - $9.95K
|
76.2K
$1.34M
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
150New |
$7.74K - $9.57K
|
150
$2.64K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
149+ 3.21% |
$7.69K - $9.51K
|
4.79K
$84.4K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
130+ 6.23% |
$6.71K - $8.3K
|
2.22K
$39K
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
129+ 3.04% |
$6.66K - $8.23K
|
4.37K
$77K
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
116+ 2320.0% |
$5.98K - $7.4K
|
121
$2.13K
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
95New |
$4.9K - $6.06K
|
95
$1.67K
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
86+ 0.53% |
$4.44K - $5.49K
|
16.2K
$285K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
63+ 6.06% |
$3.25K - $4.02K
|
1.1K
$19.4K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
57New |
$2.94K - $3.64K
|
57
$1K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
54+ 23.68% |
$2.79K - $3.45K
|
282
$4.97K
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
15+ 0.27% |
$774 - $957
|
5.53K
$97.4K
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
11+ 0.24% |
$567 - $702
|
4.59K
$80.8K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6+ 0.53% |
$310 - $383
|
1.14K
$20.1K
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.67% |
$51.6 - $63.8
|
151
$2.66K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1+ 2.38% |
$51.6 - $63.8
|
43
$757
|
|
Aug 04, 2023
Q2 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2- 2.22% |
$103 - $128
|
88
$1.55K
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-5- 62.5% |
$258 - $319
|
3
$52.8
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-5- 0.05% |
$258 - $319
|
9.61K
$169K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-13- 3.32% |
$671 - $830
|
379
$6.67K
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-17- 0.12% |
$877 - $1.08K
|
14.1K
$249K
|