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Activest Wealth Management’s Brookfield Renewable BEP Stock Holding History

Activest Wealth Management’s Portfolio BEP Stock Details BEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,284
Closed -$162K – 1140
2025
Q3 		$162K Buy
6,284
+4,327
+221% +$111K 0.03% 148
2025
Q2 		$49.9K Buy
+1,957
New +$46K 0.01% 211

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Activest Wealth Management's BEP Position: Q4 2025 in Review

Activest Wealth Management sold out of Brookfield Renewable (BEP) in Q4 2025, closing a stake of 6,284 shares — an estimated $162K sold.

Activest Wealth Management first reported a position in BEP in Q2 2025 and held it in 2 quarters. The position peaked at $162K in Q3 2025. 242 funds tracked by Wall St. Rank hold BEP as of Q4 2025.

  • Activest Wealth Management reported no remaining Brookfield Renewable position as of Q4 2025 after selling out during the quarter.
  • Activest Wealth Management sold 6,284 Brookfield Renewable shares in Q4 2025, an estimated $162K.
  • Activest Wealth Management first reported a position in Brookfield Renewable in Q2 2025 and held it in 2 quarters.
  • Activest Wealth Management's Brookfield Renewable position peaked at $162K in Q3 2025.
  • 242 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2025.

Based on Activest Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.