VALLEY NATIONAL ADVISERS INC
Position in BEP — Brookfield Renewable Partners L.P.
CIK 773411
BETHLEHEM, PA
Position in BEP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$32,646
+$1,965 QoQ
Shares Held
940
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#201
of 252 holders
Holding Since
Mar 2020
26 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, 2026VALLEY NATIONAL ADVISERS INC holds $42,586 across 2 Utilities - Renewable names. BEP ranks #1 (76.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEP |
Brookfield Renewable Partners L.P.
This page
|
940 | $32,646 | |
| 2 | FLNC |
Fluence Energy, Inc.
|
500 | $9,940 |
All Filings in BEP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,646 | 940 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $30,681 | 940 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $25,351 | 940 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $24,242 | 940 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $23,979 | 940 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $20,830 | 940 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $21,422 | 940 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $26,489 | 940 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $23,283 | 940 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $21,836 | 940 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $37,843 | 1,440 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $31,305 | 1,440 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $42,465 | 1,440 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $45,374 | 1,440 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $36,489 | 1,440 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $29,422 | 940 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $32,712 | 940 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $38,605 | 940 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $35,074 | 980 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $36,171 | 980 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $37,798 | 980 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $40,044 | 940 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $40,561 | 940 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $32,948 | 627 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $30,033 | 627 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $26,641 | 627 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||