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 Q2	$256K	Sell	7,375 -2,025	-22%	-$70.3K	﹤0.01%	1836
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	–	1666
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	–	1577
2021 Q2	$44K	Buy	+1,141	New	+$45.2K	﹤0.01%	2070
2021 Q1	–	Sell	-438	Closed	-$19K	–	1445
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	–	1203
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	–	2472
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

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

Advisory Services Network's BEP Position: Q2 2026 in Review

Advisory Services Network reduced its Brookfield Renewable (BEP) stake by 22% in Q2 2026, selling an estimated $70.3K and leaving 7,375 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1836.

Advisory Services Network first reported a position in BEP in Q2 2017 and has held it in 17 quarters since. The position peaked at $330K in Q4 2017. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Advisory Services Network held 7,375 shares of Brookfield Renewable worth $256K as of Q2 2026.
Advisory Services Network sold 2,025 Brookfield Renewable shares in Q2 2026, an estimated $70.3K.
Brookfield Renewable made up ﹤0.01% of Advisory Services Network's portfolio in Q2 2026, its #1836 holding.
Advisory Services Network first reported a position in Brookfield Renewable in Q2 2017 and has held it in 17 quarters since.
Advisory Services Network's Brookfield Renewable position peaked at $330K in Q4 2017.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.