Financial Perspectives, Inc
Position in BEP — Brookfield Renewable Partners L.P.
CIK 2003287
MINNEAPOLIS, MN
Position in BEP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,209
+$313 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#225
of 251 holders
Holding Since
Sep 2021
19 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, 2026Financial Perspectives, Inc holds $140,467 across 3 Utilities - Renewable names. BEP ranks #2 (3.7% of the industry book) .
All Filings in BEP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,209 | 150 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,896 | 150 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,045 | 150 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,868 | 150 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,826 | 150 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,324 | 150 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $3,418 | 150 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $4,227 | 150 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,715 | 150 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,484 | 150 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,942 | 150 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,261 | 150 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $4,423 | 150 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $4,726 | 150 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $3,801 | 150 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $4,695 | 150 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $5,220 | 150 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $6,160 | 150 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $5,536 | 150 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||