JFS WEALTH ADVISORS, LLC

Position in BEP — Brookfield Renewable Partners L.P.

CIK 1568068 HERMITAGE, PA

Position in BEP

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$4,723

-$30,122 QoQ

Shares Held

136

-90.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#228

of 252 holders

Holding Since

Sep 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $23,558 across 6 Utilities - Renewable names. BEP ranks #2 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORA	Ormat Technologies, Inc.	60	$6,534
2	BEP	Brookfield Renewable Partners L.P. This page	136	$4,723
3	CWEN	Clearway Energy, Inc.	119	$4,067
4	BEPC	Brookfield Renewable Corp	81	$3,006
5	ENLT	Enlight Renewable Energy Ltd.	33	$2,937
6	AXIAY	AXIA Energia S.A.	217	$2,291

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,723	136	-90.9%	Shares	Sole	2026-07-10
2024-03-31	$34,845	1,500	0.0%	Shares	Sole	2024-04-30
2023-12-31	$39,420	1,500	0.0%	Shares	Sole	2024-02-07
2023-09-30	$32,610	1,500	0.0%	Shares	Sole	2023-11-02
2023-06-30	$44,235	1,500	0.0%	Shares	Sole	2023-08-07
2023-03-31	$47,265	1,500	0.0%	Shares	Sole	2023-04-19
2022-12-31	$38,010	1,500	0.0%	Shares	Sole	2023-02-13
2022-09-30	$46,950	1,500	0.0%	Shares	Sole	2022-10-21
2022-06-30	$52,200	1,500	0.0%	Shares	Sole	2022-08-02
2022-03-31	$61,605	1,500	0.0%	Shares	Sole	2022-05-02
2021-12-31	$53,685	1,500	0.0%	Shares	Sole	2022-02-03
2021-09-30	$55,365	1,500	0.0%	Shares	Sole	2021-11-09
2021-06-30	$57,855	1,500	0.0%	Shares	Sole	2021-08-04
2021-03-31	$63,900	1,500	0.0%	Shares	Sole	2021-04-28
2020-12-31	$64,725	1,500	+50.0%	Shares	Sole	2021-02-01
2020-09-30	$52,549	1,000	—	Shares	Sole	2020-10-28
No filing history on record for this holder in this stock.