Institute for Wealth Management, LLC.

Position in BEP — Brookfield Renewable Partners L.P.

CIK 1533954 DENVER, CO

Position in BEP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,736

New position

Shares Held

50

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#240

of 253 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $10,995 across 5 Utilities - Renewable names. BEP ranks #3 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORA	Ormat Technologies, Inc.	39	$4,247
2	FRVO	Fervo Energy Co	119	$3,478
3	BEP	Brookfield Renewable Partners L.P. This page	50	$1,736
4	XIFR	XPLR Infrastructure, LP	75	$885
5	CWEN	Clearway Energy, Inc.	19	$649

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,736	50	—	Shares	Sole	2026-07-28
No filing history on record for this holder in this stock.