Advisornet Financial’s Brookfield Renewable BEP Stock Holding History

Advisornet Financial’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
2026 Q2	$1.45K	Buy	42 +1	+2%	+$35	﹤0.01%	1970
2026 Q1	$1.34K	Hold	41	–	–	﹤0.01%	1970
2025 Q4	$1.09K	Buy	41 +1	+3%	+$28	﹤0.01%	1979
2025 Q3	$1.03K	Buy	+40	New	+$1.03K	﹤0.01%	1957
2022 Q1	–	Sell	-450	Closed	-$16K	–	2000
2021 Q4	$16K	Hold	450	–	–	﹤0.01%	1340
2021 Q3	$17K	Hold	450	–	–	﹤0.01%	1291
2021 Q2	$17K	Hold	450	–	–	﹤0.01%	1271
2021 Q1	$19K	Hold	450	–	–	﹤0.01%	1203
2020 Q4	$19K	Hold	450	–	–	﹤0.01%	1134
2020 Q3	$16K	Sell	450 -113	-20%	-$3.34K	﹤0.01%	1148
2020 Q2	$14K	Hold	563	–	–	﹤0.01%	1204
2020 Q1	$13K	Hold	563	–	–	﹤0.01%	1189
2019 Q4	$14K	Hold	563	–	–	﹤0.01%	1284
2019 Q3	$12K	Hold	563	–	–	﹤0.01%	1318
2019 Q2	$10K	Hold	563	–	–	﹤0.01%	1223
2019 Q1	$10K	Hold	563	–	–	﹤0.01%	1164
2018 Q4	$8K	Hold	563	–	–	﹤0.01%	1126
2018 Q3	$9K	Hold	563	–	–	﹤0.01%	1139
2018 Q2	$9K	Hold	563	–	–	﹤0.01%	1154
2018 Q1	$9K	Buy	+563	New	+$9.62K	﹤0.01%	1112

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Advisornet Financial's BEP Position: Q2 2026 in Review

Advisornet Financial increased its Brookfield Renewable (BEP) stake by 2.4% in Q2 2026, buying an estimated $35 and bringing the position to 42 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1970.

Advisornet Financial first reported a position in BEP in Q1 2018 and has held it in 20 quarters since. The position peaked at $19K in Q1 2021. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Advisornet Financial held 42 shares of Brookfield Renewable worth $1.45K as of Q2 2026.
Advisornet Financial bought 1 Brookfield Renewable share in Q2 2026, an estimated $35.
Brookfield Renewable made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1970 holding.
Advisornet Financial first reported a position in Brookfield Renewable in Q1 2018 and has held it in 20 quarters since.
Advisornet Financial's Brookfield Renewable position peaked at $19K in Q1 2021.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.