Ameritas Advisory Services’s Brookfield Renewable BEP Stock Holding History

Ameritas Advisory Services’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	$5.14K	Buy	+148	New	+$5.14K	﹤0.01%	1565
2025 Q4	–	Sell	-142	Closed	-$3.67K	–	1029
2025 Q3	$3.67K	Buy	142 +2	+1%	+$52	﹤0.01%	1896
2025 Q2	$3.58K	Buy	+140	New	+$3.29K	﹤0.01%	2341
2023 Q2	–	Sell	-124	Closed	-$3.9K	–	731
2023 Q1	$3.9K	Buy	+124	New	+$3.5K	﹤0.01%	2221

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

Ameritas Advisory Services's BEP Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Brookfield Renewable (BEP) in Q2 2026: 148 shares worth $5.14K. The stake represents ﹤0.01% of the portfolio and ranks #1565 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in BEP as recently as Q3 2025.

Ameritas Advisory Services first reported a position in BEP in Q1 2023 and has held it in 4 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Ameritas Advisory Services held 148 shares of Brookfield Renewable worth $5.14K as of Q2 2026.
Brookfield Renewable was a new Ameritas Advisory Services position in Q2 2026.
Brookfield Renewable made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1565 holding.
Ameritas Advisory Services first reported a position in Brookfield Renewable in Q1 2023 and has held it in 4 quarters since.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.