Clearstead Advisors, LLC
Position in BEP — Brookfield Renewable Partners L.P.
CIK 842775
CLEVELAND, OH
Position in BEP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$199,107
+$12,048 QoQ
Shares Held
5,733
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#175
of 251 holders
Holding Since
Dec 2020
23 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, 2026Clearstead Advisors, LLC holds $405,172 across 8 Utilities - Renewable names. BEP ranks #1 (49.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEP |
Brookfield Renewable Partners L.P.
This page
|
5,733 | $199,107 | |
| 2 | BEPC |
Brookfield Renewable Corp
|
3,535 | $131,219 | |
| 3 | FRVO |
Fervo Energy Co
|
1,400 | $40,922 | |
| 4 | CWEN |
Clearway Energy, Inc.
|
733 | $25,053 | |
| 5 | XIFR |
XPLR Infrastructure, LP
|
443 | $5,231 | |
| 6 | ORA |
Ormat Technologies, Inc.
|
19 | $2,069 | |
| 7 | FLNC |
Fluence Energy, Inc.
|
79 | $1,570 | |
| 8 | NXXT |
Nextnrg, Inc.
|
4 | $1 |
All Filings in BEP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $199,107 | 5,733 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $187,059 | 5,731 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $154,538 | 5,730 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $147,750 | 5,729 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $149,947 | 5,878 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $130,256 | 5,878 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $135,782 | 5,958 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $469,816 | 16,672 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $310,541 | 12,537 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $291,188 | 12,535 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $329,393 | 12,534 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $269,206 | 12,383 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $336,657 | 11,416 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $359,686 | 11,415 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $310,491 | 12,253 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $383,487 | 12,252 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $426,334 | 12,251 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $10,308 | 251 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $273,793 | 7,650 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $282,361 | 7,650 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $295,060 | 7,650 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $319,500 | 7,500 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $323,625 | 7,500 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||