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 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	–	2003
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 $74.2B AUM 0.68% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 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

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return