HB Wealth Management, LLC
Position in BEP — Brookfield Renewable Partners L.P.
CIK 1911253
Atlanta, GA
Position in BEP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,318,871
+$79,367 QoQ
Shares Held
37,975
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#89
of 252 holders
Holding Since
Jun 2024
8 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, 2026HB Wealth Management, LLC holds $2,631,320 across 4 Utilities - Renewable names. BEP ranks #1 (50.1% 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 | $1,318,871 | 37,975 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,239,504 | 37,975 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,024,185 | 37,975 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $979,375 | 37,975 | Shares | Sole | 2025-10-23 | |
| 2025-03-31 | $841,526 | 37,975 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $865,450 | 37,975 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,070,135 | 37,975 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $940,640 | 37,975 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||