Position in BEP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,675,444
-$42,497 QoQ
Shares Held
48,242
-8.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#79
of 252 holders
Holding Since
Mar 2023
14 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, 2026PFG Investments, LLC holds $11,024,936 across 3 Utilities - Renewable names. BEP ranks #2 (15.2% of the industry book) .
All Filings in BEP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,675,444 | 48,242 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,717,941 | 52,633 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,422,020 | 52,726 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,369,603 | 53,106 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,313,662 | 51,496 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,246,367 | 56,244 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,393,973 | 61,166 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,822,203 | 64,663 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,646,288 | 66,463 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,732,772 | 74,592 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,757,658 | 66,882 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,488,233 | 68,456 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,021,716 | 68,556 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,181,909 | 69,245 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||