BEACON INVESTMENT ADVISORS LLC

Position in BEP — Brookfield Renewable Partners L.P.

CIK 1961635 Gaithersburg, MD

Position in BEP

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$425,581

+$28,549 QoQ

Shares Held

12,254

+0.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#124

of 251 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

BEACON INVESTMENT ADVISORS LLC holds $887,873 across 2 Utilities - Renewable names. BEP ranks #2 (47.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BEPC	Brookfield Renewable Corp	12,454	$462,292
2	BEP	Brookfield Renewable Partners L.P. This page	12,254	$425,581

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$425,581	12,254	+0.7%	Shares	Sole	2026-08-13
2026-03-31	$397,032	12,164	+0.8%	Shares	Sole	2026-05-14
2025-12-31	$325,312	12,062	+0.9%	Shares	Sole	2026-02-17
2025-09-30	$308,293	11,954	+0.9%	Shares	Sole	2025-11-14
2025-06-30	$302,165	11,845	+1.0%	Shares	Sole	2025-08-14
2025-03-31	$259,803	11,724	+1.0%	Shares	Sole	2025-05-15
2024-12-31	$264,660	11,613	+0.8%	Shares	Sole	2025-02-14
2024-09-30	$324,718	11,523	+0.9%	Shares	Sole	2024-11-14
2024-06-30	$282,898	11,421	+0.9%	Shares	Sole	2024-08-14
2024-03-31	$262,847	11,315	+0.8%	Shares	Sole	2024-05-13
2023-12-31	$295,071	11,228	+1.1%	Shares	Sole	2024-02-13
2023-09-30	$241,357	11,102	+0.8%	Shares	Sole	2023-11-07
2023-06-30	$324,802	11,014	+0.8%	Shares	Sole	2023-08-03
2023-03-31	$344,435	10,931	+0.9%	Shares	Sole	2023-05-12
2022-12-31	$274,558	10,835	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.