Purchases and Sales Made in Q4 2022 in Nextera Energy Partners, LP (NEP)
This table provides information about the institutional ownership of Nextera Energy Partners, LP (NEP) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q4 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
204+ 0.89% |
$13.9K - $16.4K
|
23.1K
$194K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
202New |
$13.7K - $16.3K
|
202
$1.69K
|
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
186+ 0.11% |
$12.6K - $15K
|
167K
$1.4M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
183New |
$12.4K - $14.7K
|
183
$1.53K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
172+ 119.44% |
$11.7K - $13.8K
|
316
$2.65K
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
171+ 1.34% |
$11.6K - $13.8K
|
12.9K
$108K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
163New |
$11.1K - $13.1K
|
163
$1.37K
|
|
|
Feb 02, 2023
Q4 2022
|
Klingenstein Fields & CO LP
|
BUY
|
- |
157+ 0.07% |
$10.7K - $12.6K
|
236K
$1.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
145+ 0.41% |
$9.85K - $11.7K
|
35.8K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
100+ 1.36% |
$6.79K - $8.05K
|
7.43K
$62.3K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
95+ 13.79% |
$6.45K - $7.65K
|
784
$6.57K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
93+ 13.12% |
$6.32K - $7.48K
|
802
$6.72K
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
90+ 2.58% |
$6.11K - $7.24K
|
3.58K
$30K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
87New |
$5.91K - $7K
|
87
$729
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
84+ 0.91% |
$5.71K - $6.76K
|
9.33K
$78.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
73New |
$4.96K - $5.88K
|
73
$612
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
69+ 0.37% |
$4.69K - $5.55K
|
18.5K
$155K
|
|
|
Feb 06, 2023
Q4 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
55+ 0.06% |
$3.74K - $4.43K
|
87K
$729K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
50+ 0.57% |
$3.4K - $4.02K
|
8.79K
$73.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
50New |
$3.4K - $4.02K
|
50
$419
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
50+ 9.6% |
$3.4K - $4.02K
|
571
$4.78K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
50New |
$3.4K - $4.02K
|
50
$419
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
44+ 0.9% |
$2.99K - $3.54K
|
4.94K
$41.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
34+ 91.89% |
$2.31K - $2.74K
|
71
$595
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
30New |
$2.04K - $2.41K
|
30
$251
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22New |
$1.49K - $1.77K
|
22
$184
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
20+ 0.6% |
$1.36K - $1.61K
|
3.36K
$28.2K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
18+ 0.37% |
$1.22K - $1.45K
|
4.93K
$41.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
17+ 0.35% |
$1.15K - $1.37K
|
4.93K
$41.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16+ 1.33% |
$1.09K - $1.29K
|
1.22K
$10.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
15+ 0.08% |
$1.02K - $1.21K
|
19.9K
$167K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
10+ 0.12% |
$679 - $805
|
8.33K
$69.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
9New |
$611 - $724
|
9
$75.4
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8+ 0.72% |
$544 - $644
|
1.13K
$9.44K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2+ 0.06% |
$136 - $161
|
3.25K
$27.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$67.9 - $80.5
|
11.9K
$99.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 0.19% |
$67.9 - $80.5
|
524
$4.39K
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-12- 0.37% |
$815 - $966
|
3.25K
$27.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-13- 2.36% |
$883 - $1.05K
|
538
$4.51K
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-13- 1.42% |
$883 - $1.05K
|
901
$7.55K
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-16- 0.26% |
$1.09K - $1.29K
|
6.05K
$50.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-60- 14.63% |
$4.08K - $4.83K
|
350
$2.93K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-60- 0.44% |
$4.08K - $4.83K
|
13.7K
$115K
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-89- 0.95% |
$6.05K - $7.16K
|
9.25K
$77.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-96- 0.53% |
$6.52K - $7.73K
|
18K
$150K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-121- 1.48% |
$8.22K - $9.74K
|
8.05K
$67.4K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-148- 0.03% |
$10.1K - $11.9K
|
543K
$4.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-198- 1.69% |
$13.5K - $15.9K
|
11.5K
$96.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-199- 6.46% |
$13.5K - $16K
|
2.88K
$24.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-210- 4.53% |
$14.3K - $16.9K
|
4.43K
$37.1K
|