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Advisors Capital Management’s Brookfield Renewable BEP Stock Holding History

Advisors Capital 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
2026
Q2 		$14M Sell
404,122
-7,699
-2% -$267K 0.15% 150
2026
Q1 		$13.4M Buy
411,821
+1,889
+0.5% +$56.9K 0.16% 147
2025
Q4 		$11.1M Buy
409,932
+1,020
+0.2% +$29K 0.13% 163
2025
Q3 		$10.5M Buy
408,912
+8,484
+2% +$219K 0.13% 161
2025
Q2 		$10.2M Buy
400,428
+6,581
+2% +$155K 0.14% 152
2025
Q1 		$8.73M Buy
393,847
+121,462
+45% +$2.71M 0.14% 154
2024
Q4 		$6.21M Buy
272,385
+1,292
+0.5% +$33K 0.1% 175
2024
Q3 		$7.64M Buy
271,093
+4,843
+2% +$122K 0.12% 160
2024
Q2 		$6.59M Sell
266,250
-392
-0.1% -$9.76K 0.12% 166
2024
Q1 		$6.19M Buy
266,642
+49,732
+23% +$1.21M 0.11% 165
2023
Q4 		$5.7M Buy
+216,910
New +$5.14M 0.12% 165
2021
Q3 		– Sell
-8,283
Closed -$319K – 405
2021
Q2 		$319K Sell
8,283
-1,236
-13% -$48.9K 0.01% 324
2021
Q1 		$405K Sell
9,519
-93,548
-91% -$4.14M 0.01% 288
2020
Q4 		$4.45M Sell
103,067
-3,247
-3% -$124K 0.17% 139
2020
Q3 		$3.73M Sell
106,314
-36,323
-25% -$1.07M 0.17% 131
2020
Q2 		$3.64M Sell
142,637
-42,868
-23% -$1.08M 0.18% 128
2020
Q1 		$4.2M Sell
185,505
-3,027
-2% -$76.6K 0.27% 85
2019
Q4 		$4.68M Sell
188,532
-7,889
-4% -$186K 0.22% 105
2019
Q3 		$4.25M Buy
196,421
+9,523
+5% +$186K 0.23% 106
2019
Q2 		$3.44M Sell
186,898
-1,968
-1% -$34K 0.2% 127
2019
Q1 		$3.22M Buy
188,866
+1,901
+1% +$30K 0.2% 127
2018
Q4 		$2.58M Sell
186,965
-24,588
-12% -$368K 0.19% 131
2018
Q3 		$3.41M Sell
211,553
-3,672
-2% -$60.3K 0.22% 127
2018
Q2 		$3.45M Buy
215,225
+4,201
+2% +$68.8K 0.24% 111
2018
Q1 		$3.5M Buy
211,024
+6,048
+3% +$103K 0.26% 103
2017
Q4 		$3.81M Sell
204,976
-12,818
-6% -$232K 0.3% 97
2017
Q3 		$3.89M Buy
+217,794
New +$3.93M 0.32% 96

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Advisors Capital Management's BEP Position: Q2 2026 in Review

Advisors Capital Management reduced its Brookfield Renewable (BEP) stake by 1.9% in Q2 2026, selling an estimated $267K and leaving 404,122 shares worth $14M. The position accounts for 0.15% of the portfolio, ranked #150.

Advisors Capital Management first reported a position in BEP in Q3 2017 and has held it in 27 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Advisors Capital Management held 404,122 shares of Brookfield Renewable worth $14M as of Q2 2026.
  • Advisors Capital Management sold 7,699 Brookfield Renewable shares in Q2 2026, an estimated $267K.
  • Brookfield Renewable made up 0.15% of Advisors Capital Management's portfolio in Q2 2026, its #150 holding.
  • Advisors Capital Management first reported a position in Brookfield Renewable in Q3 2017 and has held it in 27 quarters since.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.