Clearstead Trust, LLC

Position in BEP — Brookfield Renewable Partners L.P.

CIK 1708001 PORTLAND, ME

Position in BEP

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$307,916

+$18,530 QoQ

Shares Held

8,866

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#146

of 252 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Clearstead Trust, LLC holds $319,606 across 4 Utilities - Renewable names. BEP ranks #1 (96.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BEP	Brookfield Renewable Partners L.P. This page	8,866	$307,916
2	XIFR	XPLR Infrastructure, LP	495	$5,845
3	BEPC	Brookfield Renewable Corp	105	$3,897
4	CWEN	Clearway Energy, Inc.	57	$1,948

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$307,916	8,866	0.0%	Shares	Sole	2026-08-06
2026-03-31	$289,386	8,866	0.0%	Shares	Sole	2026-05-06
2025-12-31	$239,116	8,866	0.0%	Shares	Sole	2026-02-09
2025-09-30	$228,654	8,866	0.0%	Shares	Sole	2025-11-10
2025-06-30	$226,171	8,866	0.0%	Shares	Sole	2025-08-08
2025-03-31	$196,470	8,866	0.0%	Shares	Sole	2025-05-09
2024-12-31	$202,056	8,866	-13.9%	Shares	Sole	2025-02-10
2024-09-30	$290,113	10,295	0.0%	Shares	Sole	2024-11-13
2024-06-30	$255,007	10,295	-20.0%	Shares	Sole	2024-08-09
2024-03-31	$298,877	12,866	0.0%	Shares	Sole	2024-05-10
2023-12-31	$338,118	12,866	0.0%	Shares	Sole	2024-02-06
2023-09-30	$279,706	12,866	0.0%	Shares	Sole	2023-11-13
2023-06-30	$379,418	12,866	0.0%	Shares	Sole	2023-08-08
2023-03-31	$405,407	12,866	0.0%	Shares	Sole	2023-05-10
2022-12-31	$326,024	12,866	0.0%	Shares	Sole	2023-02-01
2022-09-30	$402,705	12,866	0.0%	Shares	Sole	2022-11-14
2022-06-30	$447,736	12,866	0.0%	Shares	Sole	2022-08-11
2022-03-31	$528,406	12,866	0.0%	Shares	Sole	2022-05-16
2021-12-31	$460,474	12,866	0.0%	Shares	Sole	2022-02-09
2021-09-30	$474,884	12,866	0.0%	Shares	Sole	2021-11-02
2021-06-30	$496,241	12,866	-39.5%	Shares	Sole	2021-08-12
2020-12-31	$917,541	21,264	+153.2%	Shares	Sole	2021-02-16
2020-09-30	$441,261	8,397	0.0%	Shares	Sole	2020-10-23
2020-06-30	$402,215	8,397	0.0%	Shares	Sole	2020-08-17
2020-03-31	$356,788	8,397	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.