Sequoia Financial Advisors, LLC
Position in BEP — Brookfield Renewable Partners L.P.
CIK 1599900
Akron, OH
Position in BEP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$6,895,155
+$414,614 QoQ
Shares Held
198,536
-0.0% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#51
of 252 holders
Holding Since
Sep 2024
8 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, 2026Sequoia Financial Advisors, LLC holds $10,258,298 across 5 Utilities - Renewable names. BEP ranks #1 (67.2% of the industry book) .
All Filings in BEP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,895,155 | 198,536 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $6,480,541 | 198,546 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,427,200 | 201,231 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,188,251 | 201,173 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,261,411 | 206,249 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,637,511 | 209,274 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,620,720 | 246,631 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $6,190,610 | 219,681 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||