SOA Wealth Advisors, LLC.
Position in BEP — Brookfield Renewable Partners L.P.
CIK 1849444
NEW YORK, NY
Position in BEP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,580,527
+$1,552,257 QoQ
Shares Held
45,509
+61.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#82
of 252 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $1,580,527 across 1 Utilities - Renewable name. BEP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEP |
Brookfield Renewable Partners L.P.
This page
|
45,509 | $1,580,527 |
All Filings in BEP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,580,527 | 45,509 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $28,270 | 28,270 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $28,270 | 28,270 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $28,270 | 28,270 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $28,270 | 28,270 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $26,325 | 26,325 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||