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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
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

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