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 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 $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 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