CAPTRUST FINANCIAL ADVISORS

Position in BEP — Brookfield Renewable Partners L.P.

CIK 1512024 RALEIGH, NC

Position in BEP

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$793,198

+$43,523 QoQ

Shares Held

22,839

-0.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#108

of 252 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Utilities · as of Jun 30, 2026

CAPTRUST FINANCIAL ADVISORS holds $3,624,059 across 5 Utilities - Renewable names. BEP ranks #2 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BEPC	Brookfield Renewable Corp	46,531	$1,727,230
2	BEP	Brookfield Renewable Partners L.P. This page	22,839	$793,198
3	CWEN	Clearway Energy, Inc.	13,684	$467,719
4	FLNC	Fluence Energy, Inc.	18,019	$358,217
5	ORA	Ormat Technologies, Inc.	2,550	$277,695

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$793,198	22,839	-0.6%	Shares	Sole	2026-08-13
2026-03-31	$749,675	22,968	-0.9%	Shares	Sole	2026-05-15
2025-12-31	$625,110	23,178	-2.9%	Shares	Sole	2026-02-17
2025-09-30	$615,890	23,881	+3.8%	Shares	Sole	2025-11-19
2025-06-30	$587,087	23,014	+0.1%	Shares	Sole	2025-08-15
2025-03-31	$509,635	22,998	-8.1%	Shares	Sole	2025-05-15
2024-12-31	$570,502	25,033	+4.2%	Shares	Sole	2025-02-14
2024-09-30	$676,911	24,021	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$594,628	24,006	+4.0%	Shares	Sole	2024-08-15
2024-03-31	$536,264	23,085	-0.7%	Shares	Sole	2024-05-15
2023-12-31	$610,668	23,237	-5.9%	Shares	Sole	2024-02-14
2023-09-30	$537,021	24,702	-9.2%	Shares	Sole	2023-11-15
2023-06-30	$801,862	27,191	+0.0%	Shares	Sole	2023-08-15
2023-03-31	$856,441	27,180	+16.9%	Shares	Sole	2023-05-15
2022-12-31	$589,180	23,251	-1.4%	Shares	Sole	2023-02-15
2022-09-30	$737,741	23,570	+6.9%	Shares	Sole	2022-11-16
2022-06-30	$766,992	22,040	+0.0%	Shares	Sole	2022-08-23
2022-03-31	$905,018	22,036	+7.3%	Shares	Sole	2022-05-16
2021-12-31	$734,804	20,531	+1.8%	Shares	Sole	2022-02-14
2021-09-30	$744,585	20,173	-5.3%	Shares	Sole	2021-11-16
2021-06-30	$822,042	21,313	+1.6%	Shares	Sole	2021-08-16
2021-03-31	$893,322	20,970	0.0%	Shares	Sole	2021-05-17
2020-12-31	$904,855	20,970	+58.6%	Shares	Sole	2021-02-16
2020-09-30	$694,710	13,220	+5.6%	Shares	Sole	2020-11-17
2020-06-30	$599,706	12,520	0.0%	Shares	Sole	2020-08-14
2020-03-31	$531,974	12,520	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.