BEP β€” BROOKFIELD RENEWABLE PARTNER

Ownership history in Guardian Partners Inc.  Β·  4 quarters on record

AI Ownership Summary

Guardian Partners Inc. reported BROOKFIELD RENEWABLE PARTNER (BEP) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.15% in 2024 Q4. 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.

What this BEP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Guardian Partners Inc.'s position in BROOKFIELD RENEWABLE PARTNER, 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
2025 Q3

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

High-water mark
Peak Conviction
0.15% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2025 Q3

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 Guardian Partners Inc. held BEP β€” position size vs. price
% of Fund (quarterly)    BEP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 64,258 -867 -1.3% 0.15% $1.7M 2025-11-13 $28.65
2025 Q2 ADDED 65,125 +118 +0.2% 0.15% $1.7M 2025-08-07 $25.14
2025 Q1 REDUCED 65,007 -1,452 -2.2% 0.14% $1.4M 2025-05-16 $23.82
2024 Q4 INITIATED 66,459 β€” β€” 0.15% $1.5M 2025-02-11 $21.09

🏒 Other funds also holding BEP

As of 2026 Q1 β€” sorted by position size

Hilltop National Bank 0.01% Byrne Asset Management LLC 3Y 0.0%

FAQ About Guardian Partners 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 Guardian Partners Inc. reported owning BEP?

Guardian Partners Inc. reported BEP across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported BEP position in Guardian Partners Inc.'s portfolio?

The largest reported portfolio weight for BEP was 0.15% in 2024 Q4.

What is the latest reported BEP position on this page?

The most recent filing on this page is 2025 Q3, when Guardian Partners Inc. reported 64,258 shares, equal to 0.15% of portfolio, with an estimated market value of $1.7M.

What does the chart on this BEP ownership page compare?

The chart compares Guardian Partners 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.

← Back to Guardian Partners Inc. Holdings