Apollon Wealth Management’s Brookfield Renewable BEP Stock Holding History

Apollon Wealth 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	$603K	Buy	17,354 +85	+0.5%	+$2.95K	0.01%	929
2026 Q1	$564K	Buy	17,269 +209	+1%	+$6.3K	0.01%	811
2025 Q4	$460K	Hold	17,060	–	–	0.01%	871
2025 Q3	$440K	Buy	17,060 +858	+5%	+$22.1K	0.01%	879
2025 Q2	$413K	Buy	16,202 +1,102	+7%	+$25.9K	0.01%	871
2025 Q1	$335K	Buy	15,100 +34	+0.2%	+$759	0.01%	917
2024 Q4	$343K	Buy	15,066 +1,067	+8%	+$27.2K	0.01%	892
2024 Q3	$394K	Buy	13,999 +945	+7%	+$23.8K	0.01%	813
2024 Q2	$323K	Buy	13,054 +3,360	+35%	+$83.6K	0.01%	828
2024 Q1	$225K	Buy	9,694 +772	+9%	+$18.8K	0.01%	991
2023 Q4	$234K	Buy	+8,922	New	+$211K	0.01%	937
2023 Q2	–	Sell	-10,675	Closed	-$336K	–	946
2023 Q1	$336K	Buy	10,675 +791	+8%	+$22.3K	0.02%	651
2022 Q4	$250K	Buy	9,884 +173	+2%	+$4.94K	0.02%	717
2022 Q3	$304K	Buy	+9,711	New	+$359K	0.03%	592

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

Apollon Wealth Management's BEP Position: Q2 2026 in Review

Apollon Wealth Management increased its Brookfield Renewable (BEP) stake by 0.49% in Q2 2026, buying an estimated $2.95K and bringing the position to 17,354 shares worth $603K. The position accounts for 0.01% of the portfolio, ranked #929.

Apollon Wealth Management first reported a position in BEP in Q3 2022 and has held it in 14 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Apollon Wealth Management held 17,354 shares of Brookfield Renewable worth $603K as of Q2 2026.
Apollon Wealth Management bought 85 Brookfield Renewable shares in Q2 2026, an estimated $2.95K.
Brookfield Renewable made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #929 holding.
Apollon Wealth Management first reported a position in Brookfield Renewable in Q3 2022 and has held it in 14 quarters since.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.