Position in BEP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$466,250
+$28,058 QoQ
Shares Held
13,425
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#120
of 252 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026WealthTrust Axiom LLC holds $703,001 across 2 Utilities - Renewable names. BEP ranks #1 (66.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEP |
Brookfield Renewable Partners L.P.
This page
|
13,425 | $466,250 | |
| 2 | BEPC |
Brookfield Renewable Corp
|
6,378 | $236,751 |
All Filings in BEP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,250 | 13,425 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $438,192 | 13,425 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $362,072 | 13,425 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $353,194 | 13,695 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $398,338 | 15,615 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $362,648 | 16,365 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $408,852 | 17,940 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $505,549 | 17,940 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $444,373 | 17,940 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $405,131 | 17,440 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $471,463 | 17,940 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $422,625 | 19,440 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $573,285 | 19,440 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $633,035 | 20,090 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $556,593 | 21,965 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $687,504 | 21,965 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $764,382 | 21,965 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $902,102 | 21,965 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $786,127 | 21,965 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $810,728 | 21,965 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $876,117 | 22,715 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $962,547 | 22,595 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $974,758 | 22,590 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $791,402 | 15,060 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $755,429 | 15,771 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $669,684 | 15,761 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||