Center for Financial Planning, Inc.
Position in BEP — Brookfield Renewable Partners L.P.
CIK 1803557
SOUTHFIED, MI
Position in BEP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$764
+$46 QoQ
Shares Held
22
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#246
of 252 holders
Holding Since
Dec 2023
11 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, 2026Center for Financial Planning, Inc. holds $1,580 across 2 Utilities - Renewable names. BEP ranks #2 (48.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEPC |
Brookfield Renewable Corp
|
22 | $816 | |
| 2 | BEP |
Brookfield Renewable Partners L.P.
This page
|
22 | $764 |
All Filings in BEP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $764 | 22 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $718 | 22 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $593 | 22 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $567 | 22 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $561 | 22 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $487 | 22 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $501 | 22 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $619 | 22 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $544 | 22 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $511 | 22 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $578 | 22 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||