Silver Lake Advisory, LLC BEP BROOKFIELD RENEWABLE ENRGY P

Ownership history in Silver Lake Advisory, LLC  ·  49 quarters on record

AI Ownership Summary

Silver Lake Advisory, LLC reported BROOKFIELD RENEWABLE ENRGY P (BEP) in 49 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.38% in 2023 Q4. The latest visible filing shows BEP at 0.26% 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 Silver Lake Advisory, LLC's position in BROOKFIELD RENEWABLE ENRGY P, 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 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2023 Q4

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

Time in book
Holding Window
2023 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.

How Silver Lake Advisory, 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 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 20,175 0% 0.26% $659K 2026-04-27 $33.82
2025 Q4 UNCHANGED 20,175 0% 0.21% $544K 2026-01-09 $26.60
2025 Q3 REDUCED 20,175 -750 -3.6% 0.21% $520K 2025-10-15 $27.67
2025 Q2 UNCHANGED 20,925 0% 0.23% $534K 2025-07-22 $27.03
2025 Q1 UNCHANGED 20,925 0% 0.20% $464K 2025-04-23 $21.49
2024 Q4 UNCHANGED 20,925 0% 0.21% $477K 2025-01-21 $19.79
2024 Q3 UNCHANGED 20,925 0% 0.24% $590K 2024-11-12 $23.87
2024 Q1 REDUCED 18.3% +6.8% 20,925 -4,700 -18.3% 0.22% $486K 2024-04-23 $19.89
2023 Q4 REDUCED 6.4% -10.7% 25,625 -1,750 -6.4% 0.38% $673K 2024-02-06 $22.48
40 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Silver Lake Advisory, 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 Silver Lake Advisory, LLC reported owning BEP?

Silver Lake Advisory, LLC reported BEP across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BEP position in Silver Lake Advisory, LLC's portfolio?

The largest reported portfolio weight for BEP was 0.38% in 2023 Q4.

What is the latest reported BEP position on this page?

The most recent filing on this page is 2026 Q1, when Silver Lake Advisory, LLC reported 20,175 shares, equal to 0.26% of portfolio, with an estimated market value of $659K.

What does the chart on this BEP ownership page compare?

The chart compares Silver Lake Advisory, 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 Silver Lake Advisory, LLC time their BEP position?

Based on 13F filing dates vs. subsequent BEP price moves, Silver Lake Advisory, LLC correctly timed 5 out of 15 reported position changes (33%). The annualised alpha on BEP relative to SPY over the holding period was -0.3%.

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