NEXTERA ENERGY PARTNERS LP XIFR
COM UNIT PART IN · Common Stock · CUSIP 65341B106 · ISIN US65341B1061
Juno Beach, Florida-based renewable energy company
- SectorUtilities
- IndustryElectric Services
- HeadquartersJuno Beach, FL
- Founded2014
- Websitenexteraenergypartners.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($9.2m this quarter). Holder counts are more reliable. Shares outstanding: 93.5m as of 2024-06-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $27.65. Options: 22 managers hold calls ($173.1m notional), 22 hold puts ($102.4m).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 398 |
| Q4 2022 | 419 |
| Q1 2023 | 407 |
| Q2 2023 | 410 |
| Q3 2023 | 347 |
| Q4 2023 | 329 |
| Q1 2024 | 327 |
| Q2 2024 | 312 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 219 | 127 |
| Q1 2023 | 220 | 152 |
| Q2 2023 | 190 | 183 |
| Q3 2023 | 175 | 216 |
| Q4 2023 | 164 | 196 |
| Q1 2024 | 163 | 152 |
| Q2 2024 | 149 | 156 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $63.5m | $57.4m | 0.90 |
| Q4 2023 | $73.5m | $45.6m | 0.62 |
| Q1 2024 | $201.1m | $52.2m | 0.26 |
| Q2 2024 | $173.1m | $102.4m | 0.59 |
Biggest buyers
| FMR LLC | Added | +2.4m |
| JPMORGAN CHASE & CO | Added | +683.9k |
| CIBC Private Wealth Group LLC | Added | +489.4k |
| Walleye Capital LLC | Added | +229.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +203.6k |
| FRED ALGER MANAGEMENT, LLC | New | +197.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +150.1k |
| Mitsubishi UFJ Trust & Banking Corp | Added | +132.3k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | Added | +110.9k |
| NOMURA HOLDINGS INC | New | +103.8k |
Biggest sellers
| MORGAN STANLEY | Reduced | -2.6m |
| Bank of New York Mellon Corp | Reduced | -957.9k |
| Covalis Capital LLP | Sold out | -930.8k |
| NEUBERGER BERMAN GROUP LLC | Reduced | -706.9k |
| TORTOISE CAPITAL ADVISORS, L.L.C. | Reduced | -605.7k |
| NORGES BANK | Sold out | -547.4k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -493.8k |
| CITADEL ADVISORS LLC | Reduced | -311.9k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -311.4k |
| Cubist Systematic Strategies, LLC | Sold out | -301.7k |
Biggest calls
| UBS Group AG | Added | $97.9m3.5m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $12.4m447.3k shares |
| CITADEL ADVISORS LLC | Added | $10.9m396.1k shares |
| JANE STREET GROUP, LLC | Added | $9.0m324.3k shares |
| SIMPLEX TRADING, LLC | Added | $8.0m288.1k shares |
| GROUP ONE TRADING LLC | Reduced | $7.5m269.9k shares |
| Caption Management, LLC | Reduced | $4.0m145.0k shares |
| Balyasny Asset Management L.P. | New | $3.9m140.0k shares |
| WOLVERINE TRADING, LLC | Added | $3.8m137.1k shares |
| Walleye Capital LLC | Added | $3.4m123.9k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $19.9m719.5k shares |
| NOMURA HOLDINGS INC | New | $16.7m602.9k shares |
| Parallax Volatility Advisers, L.P. | New | $14.2m512.7k shares |
| UBS Group AG | New | $11.4m412.2k shares |
| Caption Management, LLC | Added | $7.6m275.0k shares |
| Crawford Fund Management, LLC | Added | $6.2m224.9k shares |
| Walleye Capital LLC | Added | $5.5m198.4k shares |
| JANE STREET GROUP, LLC | New | $3.7m132.8k shares |
| CITADEL ADVISORS LLC | Reduced | $3.1m113.6k shares |
| SIMPLEX TRADING, LLC | New | $2.8m102.7k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Anchorage Capital Advisors, L.P. 13G · institution +1.3 pts · filed 2026-08-14 | 8.6% |
| MORGAN STANLEY 13G · institution new · filed 2026-05-15 | 7.1% |
| Adage Capital Management, L.P. 13G · institution new · filed 2026-08-12 | 6.6% |
Fell to 5% or below in the last year: Apollo Management Holdings GP, LLC (0.0%, 2026-02-13), NOMURA HOLDINGS INC (0.0%, 2025-11-14)
Insider purchases and sales in Q2 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 1 | $99.6k | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.00% of their portfolio | 7.1m $197.4m | Reduced -6.3k |
| MORGAN STANLEY 0.01% of their portfolio | 4.1m $113.1m | Reduced -2.6m |
| ClearBridge Investments Ltd 3.25% of their portfolio | 4.0m $111.3m | Reduced -133.8k |
| FMR LLC 0.01% of their portfolio | 3.6m $98.9m | Added +2.4m |
| M&G PLC 0.42% of their portfolio | 2.6m $71.8m | Reduced -203.3k |
| Brookfield Corp /ON/ 0.38% of their portfolio | 2.2m $60.3m | Unchanged |
| TORTOISE CAPITAL ADVISORS, L.L.C. 0.71% of their portfolio | 1.9m $53.6m | Reduced -605.7k |
| 1832 Asset Management L.P. 0.09% of their portfolio | 1.8m $50.1m | Reduced -96.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.7m $47.7m | Added +683.9k |
| Energy Income Partners, LLC 0.96% of their portfolio | 1.6m $43.2m | Reduced -81.7k |
| NEUBERGER BERMAN GROUP LLC 0.03% of their portfolio | 1.3m $37.3m | Reduced -706.9k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.63% of their portfolio | 1.3m $34.6m | Added +110.9k |
| BEACH INVESTMENT COUNSEL INC/PA 4.12% of their portfolio | 1.2m $33.5m | Reduced -52.6k |
| FIRST MANHATTAN CO. LLC. 0.08% of their portfolio | 927.1k $25.6m | Unchanged |
| Redwood Grove Capital, LLC 7.10% of their portfolio | 820.8k $22.7m | Added +44.2k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 802.2k $22.2m | Added +46.7k |
| Aberdeen Group plc 0.04% of their portfolio | 800.8k $22.1m | Added +16.7k |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 800.0k $22.1m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 696.3k $19.2m | Reduced -290.5k |
| VANGUARD GROUP INC 0.00% of their portfolio | 646.0k $17.9m | Added +10.1k |
| Rockefeller Capital Management L.P. 0.05% of their portfolio | 583.9k $16.1m | Added +41.0k |
| Advisors Capital Management, LLC 0.27% of their portfolio | 565.5k $15.6m | Added +2.2k |
| CIBC Private Wealth Group LLC 0.03% of their portfolio | 523.8k $14.0m | Added +489.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 521.5k $14.4m | Added +96.8k |
| COMMERCE BANK 0.09% of their portfolio | 518.8k $14.3m | Added +300 |
| Bank of New York Mellon Corp 0.00% of their portfolio | 476.8k $13.2m | Reduced -957.9k |
| Northwest & Ethical Investments L.P. 0.37% of their portfolio | 462.7k $12.8m | Added +74.8k |
| GABELLI FUNDS LLC 0.08% of their portfolio | 404.1k $11.2m | Reduced -11.6k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% of their portfolio | 369.8k $10.2m | First filing |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 366.0k $10.1m | Added +203.6k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 355.6k $9.8m | Reduced -493.8k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 332.9k $9.2m | Reduced -40.2k |
| EP Wealth Advisors, LLC 0.10% of their portfolio | 328.4k $9.1m | Reduced -1.9k |
| Swedbank AB 0.01% of their portfolio | 316.7k $8.8m | Reduced -13.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 300.3k $8.3m | Reduced -311.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 294.7k $8.1m | Added +150.1k |
| Walleye Capital LLC 0.08% of their portfolio | 278.7k $7.7m | Added +229.9k |
| STATE STREET CORP 0.00% of their portfolio | 274.2k $7.6m | Added +2.3k |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.56% of their portfolio | 255.2k $7.1m | Reduced -65.0k |
| GAMCO INVESTORS, INC. ET AL 0.08% of their portfolio | 252.7k $7.0m | Added +13.1k |
| UBS Group AG 0.00% of their portfolio | 230.3k $6.4m | Reduced -50.0k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 216.0k $6.0m | Reduced -311.9k |
| ALPS ADVISORS INC 0.04% of their portfolio | 215.9k $6.0m | Reduced -21.7k |
| Amundi 0.00% of their portfolio | 214.5k $5.7m | Reduced -17.8k |
| ARDSLEY ADVISORY PARTNERS LP 1.05% of their portfolio | 210.0k $5.8m | Reduced -60.0k |
| Ninety One UK Ltd 0.02% of their portfolio | 207.0k $5.7m | Reduced -3.3k |
| FRED ALGER MANAGEMENT, LLC 0.03% of their portfolio | 197.2k $5.5m | New |
| Mitsubishi UFJ Trust & Banking Corp 0.01% of their portfolio | 193.4k $5.3m | Added +132.3k |
| Baird Financial Group, Inc. 0.01% of their portfolio | 191.4k $5.3m | Added +8.8k |
| Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio | 191.3k $5.3m | Added +1.8k |
| Swiss National Bank 0.00% of their portfolio | 184.1k $5.1m | Unchanged |
| LPL Financial LLC 0.00% of their portfolio | 163.2k $4.5m | Added +56.5k |
| WALNUT PRIVATE EQUITY PARTNERS, LLC 2.63% of their portfolio | 150.0k $4.1m | Added +20.0k |
| Quantbot Technologies LP 0.20% of their portfolio | 149.7k $4.1m | Added +68.1k |
| Fort Sheridan Advisors LLC 0.61% of their portfolio | 136.6k $3.8m | Added +18.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 135.2k $3.7m | Reduced -228.6k |
| Cannell & Spears LLC 0.07% of their portfolio | 126.1k $3.5m | Reduced -3.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 125.0k $3.5m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 122.4k $3.4m | Reduced -289 |
| Jump Financial, LLC 0.07% of their portfolio | 118.8k $3.3m | Added +7.8k |
| HRT FINANCIAL LP 0.02% of their portfolio | 114.3k $3.2m | Added +27.3k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 113.8k $3.2m | Reduced -4.1k |
| Clearbridge Investments, LLC 0.00% of their portfolio | 108.1k $3.0m | Reduced -115.9k |
| HighTower Advisors, LLC 0.00% of their portfolio | 106.5k $2.9m | Reduced -54.0k |
| Castellan Group 1.40% of their portfolio | 106.1k $2.9m | Added +13.6k |
| Otter Creek Advisors, LLC 1.90% of their portfolio | 105.9k $2.9m | Added +23.2k |
| NOMURA HOLDINGS INC 0.02% of their portfolio | 103.8k $2.9m | New |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 102.2k $2.8m | Reduced -9.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 101.7k $2.8m | Reduced -46.2k |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 101.1k $2.8m | New |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 99.0k $2.7m | Reduced -92 |
| Legal & General Group Plc 0.00% of their portfolio | 96.6k $2.7m | Added +3.9k |
| A. D. Beadell Investment Counsel, Inc. 2.22% of their portfolio | 96.2k $2.7m | Reduced -15.9k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 91.6k $2.5m | Added +24.3k |
| Corient Private Wealth LP 0.00% of their portfolio | 88.4k $2.4m | Reduced -10.1k |
| Texas Yale Capital Corp. 0.11% of their portfolio | 86.9k $2.4m | Reduced -1.0k |
| FLPUTNAM INVESTMENT MANAGEMENT CO 0.04% of their portfolio | 85.4k $2.4m | Reduced -20.0k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 84.7k $2.3m | Added +40.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 84.5k $2.3m | Added +478 |
| CI INVESTMENTS INC. 0.01% of their portfolio | 81.7k $2.3m | Added +195 |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 78.3k $2.2m | Added +52.9k |
| TrueMark Investments, LLC 0.74% of their portfolio | 78.3k $2.2m | New |
| NATIXIS 0.01% of their portfolio | 75.6k $2.1m | Reduced -926 |
| Cetera Investment Advisers 0.00% of their portfolio | 70.5k $1.9m | Added +6.8k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 65.0k $1.8m | Reduced -4.1k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 63.4k $1.8m | New |
| Abundance Wealth Counselors 0.74% of their portfolio | 58.3k $1.6m | Added +7.5k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 57.4k $1.6m | Reduced -2.8k |
| MILLER HOWARD INVESTMENTS INC /NY 0.05% of their portfolio | 57.2k $1.6m | Reduced -337 |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 55.9k $1.5m | Reduced -53.0k |
| Steward Partners Investment Advisory, LLC 0.02% of their portfolio | 52.3k $1.4m | Reduced -88 |
| CORRADO ADVISORS, LLC 0.93% of their portfolio | 52.1k $1.4m | Reduced -2.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 51.1k $1.4m | Reduced -22.3k |
| Virtu Financial LLC 0.10% of their portfolio | 49.8k $1.4m | New |
| Pathway Financial Advisers, LLC 0.48% of their portfolio | 48.4k $1.3m | Added +454 |
| Graham Capital Management, L.P. 0.05% of their portfolio | 48.2k $1.3m | Added +35.6k |
| Tidal Investments LLC 0.02% of their portfolio | 47.3k $1.3m | Added +842 |
| PARSONS CAPITAL MANAGEMENT INC/RI 0.09% of their portfolio | 45.7k $1.3m | Unchanged |
| CREDIT AGRICOLE S A 0.01% of their portfolio | 45.5k $1.3m | Reduced -32.4k |
| Formidable Asset Management, LLC 0.20% of their portfolio | 45.0k $1.2m | Added +7.0k |