Medallion Wealth Advisors, LLC
Position in BEP — Brookfield Renewable Partners L.P.
CIK 2131139
FARMINGTON, CT
Position in BEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,257
+$1,881 QoQ
Shares Held
900
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#202
of 252 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $39,609 across 2 Utilities - Renewable names. BEP ranks #1 (78.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEP |
Brookfield Renewable Partners L.P.
This page
|
900 | $31,257 | |
| 2 | BEPC |
Brookfield Renewable Corp
|
225 | $8,352 |
All Filings in BEP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,257 | 900 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $29,376 | 900 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $24,273 | 900 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $23,211 | 900 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $22,959 | 900 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $19,944 | 900 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $20,511 | 900 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||