Position in BEP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,480
+$270 QoQ
Shares Held
129
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#229
of 251 holders
Holding Since
Mar 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026ASSETMARK, INC holds $149,766 across 10 Utilities - Renewable names. BEP ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEPC |
Brookfield Renewable Corp
|
1,660 | $61,619 | |
| 2 | FRVO |
Fervo Energy Co
|
1,877 | $54,864 | |
| 3 | CWEN |
Clearway Energy, Inc.
|
389 | $13,296 | |
| 4 | AXIA |
AXIA Energia S.A.
|
960 | $10,137 | |
| 5 | BEP |
Brookfield Renewable Partners L.P.
This page
|
129 | $4,480 | |
| 6 | ORA |
Ormat Technologies, Inc.
|
30 | $3,267 | |
| 7 | FLNC |
Fluence Energy, Inc.
|
51 | $1,013 | |
| 8 | ENLT |
Enlight Renewable Energy Ltd.
|
7 | $623 |
All Filings in BEP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,480 | 129 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $4,210 | 129 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,479 | 129 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,326 | 129 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,290 | 129 | Shares | Sole | 2025-08-04 | |
| 2023-03-31 | $220 | 7 | Shares | Defined | 2023-05-05 | |
| No filing history on record for this holder in this stock. | ||||||