A. D. Beadell Investment Counsel, Inc. BEP Brookfield Renewable Energy LP

Ownership history in A. D. Beadell Investment Counsel, Inc.  ·  15 quarters on record

AI Ownership Summary

A. D. Beadell Investment Counsel, Inc. reported Brookfield Renewable Energy LP (BEP) in 15 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.15% in 2026 Q2. The latest visible filing shows BEP at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BEP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was A. D. Beadell Investment Counsel, Inc.'s position in Brookfield Renewable Energy LP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BEP was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How A. D. Beadell Investment Counsel, Inc. held BEP — position size vs. price
% of Fund (quarterly)    BEP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 6,788 0% 0.15% $235 2026-07-15 $32.52
2026 Q1 ADDED 6,788 +50 +0.7% 0.14% $221 2026-04-17 $34.23
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About A. D. Beadell Investment Counsel, Inc. and BEP

These are the practical questions this page is built to answer before you even open the full history table.

How long has A. D. Beadell Investment Counsel, Inc. reported owning BEP?

A. D. Beadell Investment Counsel, Inc. reported BEP across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported BEP position in A. D. Beadell Investment Counsel, Inc.'s portfolio?

The largest reported portfolio weight for BEP was 0.15% in 2026 Q2.

What is the latest reported BEP position on this page?

The most recent filing on this page is 2026 Q2, when A. D. Beadell Investment Counsel, Inc. reported 6,788 shares, equal to 0.15% of portfolio, with an estimated market value of $235.

What does the chart on this BEP ownership page compare?

The chart compares A. D. Beadell Investment Counsel, Inc.'s quarterly BEP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did A. D. Beadell Investment Counsel, Inc. time their BEP position?

Based on 13F filing dates vs. subsequent BEP price moves, A. D. Beadell Investment Counsel, Inc. correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on BEP relative to SPY over the holding period was -15.2%.

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