AE Wealth Management’s Brookfield Renewable BEP Stock Holding History

AE Wealth 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
2023 Q3	–	Sell	-19,291	Closed	-$569K	–	1957
2023 Q2	$569K	Sell	19,291 -3,914	-17%	-$120K	﹤0.01%	1320
2023 Q1	$731K	Sell	23,205 -443	-2%	-$12.5K	﹤0.01%	1174
2022 Q4	$599K	Sell	23,648 -7,082	-23%	-$202K	﹤0.01%	1204
2022 Q3	$962K	Buy	30,730 +1,047	+4%	+$38.7K	0.01%	953
2022 Q2	$1.03M	Sell	29,683 -6,373	-18%	-$229K	0.01%	880
2022 Q1	$1.48M	Sell	36,056 -9,026	-20%	-$324K	0.01%	792
2021 Q4	$1.61M	Buy	45,082 +2,877	+7%	+$106K	0.01%	765
2021 Q3	$1.56M	Buy	42,205 +1,833	+5%	+$71.2K	0.01%	728
2021 Q2	$1.56M	Sell	40,372 -4,814	-11%	-$191K	0.01%	710
2021 Q1	$1.93M	Sell	45,186 -785	-2%	-$34.8K	0.02%	575
2020 Q4	$1.98M	Sell	45,971 -2,853	-6%	-$109K	0.02%	497
2020 Q3	$1.71M	Sell	48,824 -10,659	-18%	-$315K	0.02%	475
2020 Q2	$1.52M	Sell	59,483 -886	-1%	-$22.3K	0.02%	488
2020 Q1	$1.37M	Buy	60,369 +19,105	+46%	+$484K	0.03%	409
2019 Q4	$1.02M	Buy	41,264 +6,121	+17%	+$144K	0.02%	530
2019 Q3	$761K	Buy	35,143 +574	+2%	+$11.2K	0.02%	508
2019 Q2	$637K	Buy	+34,569	New	+$597K	0.02%	521

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Fidelity International

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

Bank of Montreal

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

Principal Financial Group

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

British Columbia Investment Management Victoria, British Columbia, Canada $16.9B AUM 31.69% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return