Position in BEPC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,558,483
+$125,838 QoQ
Shares Held
41,985
+16.7% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#150
of 422 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in BEPC 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. BEPC ranks #1 (42.1% of the industry book) .
All Filings in BEPC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,558,483 | 41,985 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,432,645 | 35,969 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,387,409 | 36,187 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,234,886 | 35,877 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,127,402 | 34,393 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $196,361 | 7,033 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $213,479 | 7,718 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||