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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
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 $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