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Advisory Services Network’s Brookfield Renewable BEP Stock Holding History

Advisory Services Network’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 		$307K Buy
9,400
+100
+1% +$3.01K ﹤0.01% 1573
2025
Q4 		$251K Buy
9,300
+1,900
+26% +$54K ﹤0.01% 1580
2025
Q3 		$191K Hold
7,400
– – ﹤0.01% 1713
2025
Q2 		$204K Buy
+7,400
New +$174K ﹤0.01% 1640
2024
Q1 		– Sell
-154
Closed -$4.05K – 1681
2023
Q4 		$4.05K Buy
+154
New +$3.65K ﹤0.01% 3177
2023
Q2 		– Sell
-381
Closed -$12K – 1668
2023
Q1 		$12K Buy
381
+155
+69% +$4.37K ﹤0.01% 2798
2022
Q4 		$5.72K Buy
+226
New +$6.45K ﹤0.01% 3075
2021
Q3 		– Sell
-1,141
Closed -$44K – 1578
2021
Q2 		$44K Buy
+1,141
New +$45.2K ﹤0.01% 2070
2021
Q1 		– Sell
-438
Closed -$19K – 1468
2020
Q4 		$19K Buy
438
+3
+0.7% +$115 ﹤0.01% 2163
2020
Q3 		$15K Buy
+435
New +$12.9K ﹤0.01% 2205
2020
Q2 		– Sell
-1,321
Closed -$30K – 1204
2020
Q1 		$30K Buy
1,321
+942
+249% +$23.8K ﹤0.01% 1630
2019
Q4 		$9K Buy
+379
New +$8.94K ﹤0.01% 2386
2018
Q2 		– Sell
-13,809
Closed -$229K – 2474
2018
Q1 		$229K Sell
13,809
-3,911
-22% -$66.8K 0.02% 732
2017
Q4 		$330K Buy
17,720
+595
+3% +$10.7K 0.03% 618
2017
Q3 		$306K Sell
17,125
-773
-4% -$13.9K 0.04% 524
2017
Q2 		$305K Buy
+17,898
New +$300K 0.04% 502

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 $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
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