Heritage Wealth Advisors
Position in BEP — Brookfield Renewable Partners L.P.
CIK 1591122
RICHMOND, VA
Position in BEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,294
+$740 QoQ
Shares Held
354
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#212
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, 2026Heritage Wealth Advisors holds $12,405 across 2 Utilities - Renewable names. BEP ranks #1 (99.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEP |
Brookfield Renewable Partners L.P.
This page
|
354 | $12,294 | |
| 2 | BEPC |
Brookfield Renewable Corp
|
3 | $111 |
All Filings in BEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,294 | 354 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,554 | 354 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,547 | 354 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,129 | 354 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,760 | 69 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $421 | 19 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $433 | 19 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $535 | 19 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $470 | 19 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $441 | 19 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $499 | 19 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $28,109 | 1,293 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $38,130 | 1,293 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $40,742 | 1,293 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $65,073 | 2,568 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $80,378 | 2,568 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $89,366 | 2,568 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $105,467 | 2,568 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $91,908 | 2,568 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $94,784 | 2,568 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $99,047 | 2,568 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $109,396 | 2,568 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $110,809 | 2,568 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $90,018 | 1,713 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $81,908 | 1,710 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $72,657 | 1,710 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||