Institutional Owners for NEP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FIRST MERCANTILE TRUST CO | COM | 501 | $300,000 | 3,986 | 0.04 | 0.04 | -99 | -2.42 | 09-30-2021 |
| CUTLER GROUP LLC / CA | Put | 502 | $1,000 | 3,900 | 0.00 | 0.00 | -10,700 | -73.29 | 03-31-2024 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | COMMON STOCK | 503 | $107,094 | 3,900 | 0.00 | 0.00 | -840 | -17.72 | 03-31-2024 |
| AVIOR WEALTH MANAGEMENT LLC | Stock | 504 | $114,489 | 3,806 | 0.00 | 0.00 | 3,662 | 2543.06 | 03-31-2024 |
