American Trust Investment Advisors’s Brookfield Renewable BEP Stock Holding History

American Trust Investment Advisors’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	$355K	Hold	10,225	–	–	0.18%	59
2026 Q1	$334K	Hold	10,225	–	–	0.18%	56
2025 Q4	$276K	Hold	10,225	–	–	0.15%	65
2025 Q3	$264K	Sell	10,225 -3,100	-23%	-$79.8K	0.14%	66
2025 Q2	$340K	Hold	13,325	–	–	0.17%	62
2025 Q1	$295K	Hold	13,325	–	–	0.12%	92
2024 Q4	$304K	Hold	13,325	–	–	0.12%	95
2024 Q3	$375K	Sell	13,325 -955	-7%	-$24K	0.15%	89
2024 Q2	$354K	Hold	14,280	–	–	0.17%	68
2024 Q1	$332K	Hold	14,280	–	–	0.16%	70
2023 Q4	$375K	Buy	+14,280	New	+$338K	0.2%	62

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

American Trust Investment Advisors's BEP Position: Q2 2026 in Review

American Trust Investment Advisors held its Brookfield Renewable (BEP) position steady in Q2 2026 at 10,225 shares worth $355K. The position accounts for 0.18% of the portfolio, ranked #59.

American Trust Investment Advisors first reported a position in BEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $375K in Q3 2024. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

American Trust Investment Advisors held 10,225 shares of Brookfield Renewable worth $355K as of Q2 2026.
American Trust Investment Advisors left its Brookfield Renewable share count unchanged in Q2 2026.
Brookfield Renewable made up 0.18% of American Trust Investment Advisors's portfolio in Q2 2026, its #59 holding.
American Trust Investment Advisors first reported a position in Brookfield Renewable in Q4 2023 and has held it in 11 quarters since.
American Trust Investment Advisors's Brookfield Renewable position peaked at $375K in Q3 2024.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on American Trust Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.