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Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

BEP holding history

Brookfield Renewable Partners L.P. in every 13F filed by Evermay Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BEP overviewAll 13F holders of BEPFull Q2 2026 holdings

Shares (Q2 2026)
2,100
Value
$72.9K
% of portfolio
<0.1%
Quarters held
11
Since Q2 2021
Holdings of BEP by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,100$72.9K<0.1%00.0%UnchangedHolders
Q1 20262,100$68.5K<0.1%00.0%UnchangedHolders
Q4 20252,100$56.6K<0.1%00.0%UnchangedHolders
Q3 20252,100$54.2K<0.1%00.0%UnchangedHolders
Q2 20252,100$53.6K<0.1%00.0%UnchangedHolders
Q1 20252,100$46.5K<0.1%00.0%UnchangedHolders
Q4 20242,100$47.9K<0.1%00.0%UnchangedHolders
Q3 20242,100$59.2K<0.1%00.0%UnchangedHolders
Q2 20242,100$52.0K<0.1%00.0%UnchangedHolders
Q1 20242,100$48.8K<0.1%+2,100NewHolders
Q3 20210$00.0%−74−100.0%Sold outHolders
Q2 202174$3.00K<0.1%+74NewHolders