AM
BEP icon

AGF Management’s Brookfield Renewable BEP Stock Holding History

AGF 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 		$36M Sell
1,014,548
-65,806
-6% -$2.29M 0.14% 128
2026
Q1 		$35.9M Buy
1,080,354
+143,462
+15% +$4.32M 0.16% 124
2025
Q4 		$25.9M Sell
936,892
-286,270
-23% -$8.14M 0.11% 133
2025
Q3 		$32.1M Sell
1,223,162
-205,770
-14% -$5.3M 0.14% 129
2025
Q2 		$36.9M Sell
1,428,932
-126,373
-8% -$2.97M 0.17% 123
2025
Q1 		$34.9M Sell
1,555,305
-33,105
-2% -$739K 0.18% 124
2024
Q4 		$36.7M Buy
1,588,410
+1,540,777
+3,235% +$39.3M 0.18% 122
2024
Q3 		$1.82M Sell
47,633
-473
-1% -$11.9K 0.01% 518
2024
Q2 		$1.63M Sell
48,106
-625
-1% -$15.6K 0.01% 509
2024
Q1 		$1.37M Buy
48,731
+5,000
+11% +$121K 0.01% 538
2023
Q4 		$1.52M Sell
43,731
-245,874
-85% -$5.82M 0.01% 524
2023
Q3 		$6.29M Sell
289,605
-187,848
-39% -$5.06M 0.04% 226
2023
Q2 		$14.1M Sell
477,453
-40,144
-8% -$1.23M 0.1% 156
2023
Q1 		$16.3M Buy
517,597
+46,215
+10% +$1.3M 0.11% 161
2022
Q4 		$11.9M Buy
+471,382
New +$13.5M 0.09% 175

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

AGF Management's BEP Position: Q2 2026 in Review

AGF Management reduced its Brookfield Renewable (BEP) stake by 6.1% in Q2 2026, selling an estimated $2.29M and leaving 1,014,548 shares worth $36M. The position accounts for 0.14% of the portfolio, ranked #128.

AGF Management first reported a position in BEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $36.9M in Q2 2025. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • AGF Management held 1,014,548 shares of Brookfield Renewable worth $36M as of Q2 2026.
  • AGF Management sold 65,806 Brookfield Renewable shares in Q2 2026, an estimated $2.29M.
  • Brookfield Renewable made up 0.14% of AGF Management's portfolio in Q2 2026, its #128 holding.
  • AGF Management first reported a position in Brookfield Renewable in Q4 2022 and has held it in 15 quarters since.
  • AGF Management's Brookfield Renewable position peaked at $36.9M in Q2 2025.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.