MAI Capital Management
Position in BEP — Brookfield Renewable Partners L.P.
CIK 1040197
INDEPENDENCE, OH
Position in BEP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,549,575
+$664,049 QoQ
Shares Held
78,112
+11.7% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BEP Over Time
Shares Held
Position Value (USD)
Derivatives in BEP
reported options exposure · as of Jun 30, 2025CallValue
$25,510
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Renewable
Utilities · as of Mar 31, 2026MAI Capital Management holds $2,702,962 across 10 Utilities - Renewable names. BEP ranks #1 (94.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEP |
Brookfield Renewable Partners L.P.
This page
|
78,112 | $2,549,575 | |
| 2 | XIFR |
XPLR Infrastructure, LP
|
4,634 | $49,213 | |
| 3 | BEPC |
Brookfield Renewable Corp
|
1,231 | $49,030 | |
| 4 | ORA |
Ormat Technologies, Inc.
|
265 | $29,658 | |
| 5 | CWEN |
Clearway Energy, Inc.
|
562 | $22,080 | |
| 6 | RNW |
ReNew Energy Global plc
|
478 | $2,189 | |
| 7 | AXIA |
AXIA Energia S.A.
|
43 | $485 | |
| 8 | FLNC |
Fluence Energy, Inc.
|
28 | $385 |
All Filings in BEP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,549,575 | 78,112 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,885,526 | 69,912 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,789,310 | 69,380 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,837,485 | 72,030 | Shares | Sole | 2025-08-12 | |
| 2025-06-30 | $25,510 | 1,000 | Call | Sole | 2025-08-12 | |
| 2025-03-31 | $88,640 | 4,000 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $3,016,042 | 136,103 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,182,028 | 95,745 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,442,726 | 86,683 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $544,642 | 21,988 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $514,544 | 22,150 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||