Position in BEP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$10,314
-$14,590 QoQ
Shares Held
297
-61.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#215
of 252 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in BEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026Spire Wealth Management holds $215,532 across 4 Utilities - Renewable names. BEP ranks #2 (4.8% of the industry book) .
All Filings in BEP
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,314 | 297 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $24,904 | 763 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $20,443 | 758 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $11,760 | 456 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $11,505 | 451 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $14,138 | 638 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $14,357 | 630 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $17,584 | 624 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $15,283 | 617 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $46,599 | 2,006 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $52,717 | 2,006 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $42,566 | 1,958 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $79,681 | 2,702 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $42,191 | 1,339 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $33,524 | 1,323 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $41,034 | 1,311 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $45,240 | 1,300 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $53,021 | 1,291 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $54,436 | 1,521 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $55,180 | 1,495 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $57,237 | 1,484 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $63,474 | 1,490 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||