Diversify Advisory Services, LLC
Position in BEP — Brookfield Renewable Partners L.P.
CIK 2021232
SANDY, UT
Position in BEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$922,637
+$63,683 QoQ
Shares Held
26,566
+0.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#104
of 252 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in BEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026Diversify Advisory Services, LLC holds $3,698,645 across 3 Utilities - Renewable names. BEP ranks #3 (24.9% of the industry book) .
All Filings in BEP
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $922,637 | 26,566 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $858,954 | 26,316 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $729,403 | 27,045 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $731,894 | 28,379 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $669,229 | 26,234 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||