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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

BEP holding history

Brookfield Renewable Partners L.P. in every 13F filed by Heritage Wealth Advisors, 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)
354
Value
$12.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BEP by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026354$12.3K<0.1%00.0%UnchangedHolders
Q1 2026354$11.6K<0.1%00.0%UnchangedHolders
Q4 2025354$9.55K<0.1%00.0%UnchangedHolders
Q3 2025354$9.13K<0.1%+285+413.0%AddedHolders
Q2 202569$1.76K<0.1%+50+263.2%AddedHolders
Q1 202519$421<0.1%00.0%UnchangedHolders
Q4 202419$433<0.1%00.0%UnchangedHolders
Q3 202419$535<0.1%00.0%UnchangedHolders
Q2 202419$471<0.1%00.0%UnchangedHolders
Q1 202419$441<0.1%00.0%UnchangedHolders
Q4 202319$499<0.1%−1,274−98.5%ReducedHolders
Q3 20231,293$28.1K<0.1%00.0%UnchangedHolders
Q2 20231,293$38.1K<0.1%00.0%UnchangedHolders
Q1 20231,293$40.7K<0.1%−1,275−49.6%ReducedHolders
Q4 20222,568$65.1K<0.1%00.0%UnchangedHolders
Q3 20222,568$80.4K<0.1%00.0%UnchangedHolders
Q2 20222,568$89.0K<0.1%00.0%UnchangedHolders
Q1 20222,568$105.0K<0.1%00.0%UnchangedHolders
Q4 20212,568$92.0K<0.1%00.0%UnchangedHolders
Q3 20212,568$94.8K<0.1%00.0%UnchangedHolders
Q2 20212,568$99.0K<0.1%00.0%UnchangedHolders
Q1 20212,568$109.4K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.