Skip to main content

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

BEP holding history

Brookfield Renewable Partners L.P. in every 13F filed by AE 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 (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of BEP by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−19,291−100.0%Sold outHolders
Q2 202319,291$568.9K<0.1%−3,914−16.9%ReducedHolders
Q1 202323,205$731.2K<0.1%−443−1.9%ReducedHolders
Q4 202223,648$599.2K<0.1%−7,082−23.0%ReducedHolders
Q3 202230,730$962.0K<0.1%+1,047+3.5%AddedHolders
Q2 202229,683$1.03M<0.1%−6,373−17.7%ReducedHolders
Q1 202236,056$1.48M<0.1%−9,026−20.0%ReducedHolders
Q4 202145,082$1.61M<0.1%+2,877+6.8%AddedHolders
Q3 202142,205$1.56M<0.1%+1,833+4.5%AddedHolders
Q2 202140,372$1.56M<0.1%−4,814−10.7%ReducedHolders
Q1 202145,186$1.93M<0.1%––Holders

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