NATURAL INVESTMENTS, LLC BEP — BROOKFIELD RENEWABLE PARTNER

Ownership history in NATURAL INVESTMENTS, LLC  ·  6 quarters on record

AI Ownership Summary

NATURAL INVESTMENTS, LLC reported BROOKFIELD RENEWABLE PARTNER (BEP) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.32% in 2024 Q4. The latest visible filing shows BEP at 0.28% 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 NATURAL INVESTMENTS, LLC'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
2026 Q1

BEP was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% 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 2026 Q1

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.

BEP stock page NATURAL INVESTMENTS, LLC fund profile NATURAL INVESTMENTS, LLC full holdings
How NATURAL INVESTMENTS, LLC 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 34,784 -993 -2.8% 0.28% $1K 2026-05-01 $33.00
2025 Q4 REDUCED — — — 35,777 -1,110 -3.0% 0.24% $964K 2026-01-23 $27.71
2025 Q3 REDUCED — — — 36,887 -784 -2.1% 0.24% $951K 2025-10-10 $25.70
2025 Q2 REDUCED — — — 37,671 -518 -1.4% 0.25% $960K 2025-07-25 $26.63
2025 Q1 REDUCED 24.2% +16.9% ❌ 38,189 -12,183 -24.2% 0.24% $846K 2025-05-09 $22.36
2024 Q4 INITIATED — — — 50,372 — — 0.32% $1.1M 2025-02-07 $21.24

🏢 Other funds also holding BEP

As of 2026 Q1 — sorted by position size

NIGHTVIEW CAPITAL, LLC 3Y 7Y 4.3% BROOKFIELD Corp /ON/ 3Y 7Y 3.58% NewGen Asset Management Ltd 3Y 3.02% WALNUT PRIVATE EQUITY PARTNERS, LLC 3Y 7Y 2.37% Tacita Capital Inc 3Y 2.19% LINCLUDEN MANAGEMENT LTD 3Y 7Y 2.02% Northern Right Capital Management, L.P. 3Y 7Y 1.85% Rempart Asset Management Inc. 3Y 1.85% PCJ Investment Counsel Ltd. 3Y 7Y 1.58% Deltroit Asset Management (UK) LLP 1.53%

FAQ About NATURAL INVESTMENTS, LLC and BEP

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

How long has NATURAL INVESTMENTS, LLC reported owning BEP?

NATURAL INVESTMENTS, LLC reported BEP across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BEP position in NATURAL INVESTMENTS, LLC's portfolio?

The largest reported portfolio weight for BEP was 0.32% in 2024 Q4.

What is the latest reported BEP position on this page?

The most recent filing on this page is 2026 Q1, when NATURAL INVESTMENTS, LLC reported 34,784 shares, equal to 0.28% of portfolio, with an estimated market value of $1K.

What does the chart on this BEP ownership page compare?

The chart compares NATURAL INVESTMENTS, LLC'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 NATURAL INVESTMENTS, LLC time their BEP position?

Based on 13F filing dates vs. subsequent BEP price moves, NATURAL INVESTMENTS, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on BEP relative to SPY over the holding period was +22.0%.

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