Arax Advisory Partners’s Brookfield Renewable BEP Stock Holding History

Arax Advisory Partners’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	$1.22M	Buy	+35,132	New	+$1.22M	0.01%	1107
2025 Q4	–	Sell	-1	Closed	-$25	–	4116
2025 Q3	$25	Buy	+1	New	+$26	﹤0.01%	3565
2022 Q2	–	Sell	-124	Closed	-$5K	–	1164
2022 Q1	$5K	Buy	+124	New	+$4.45K	﹤0.01%	761

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

Arax Advisory Partners's BEP Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Brookfield Renewable (BEP) in Q2 2026: 35,132 shares worth $1.22M. The stake represents 0.01% of the portfolio and ranks #1107 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in BEP as recently as Q3 2025.

Arax Advisory Partners first reported a position in BEP in Q1 2022 and has held it in 3 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Arax Advisory Partners held 35,132 shares of Brookfield Renewable worth $1.22M as of Q2 2026.
Brookfield Renewable was a new Arax Advisory Partners position in Q2 2026.
Brookfield Renewable made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1107 holding.
Arax Advisory Partners first reported a position in Brookfield Renewable in Q1 2022 and has held it in 3 quarters since.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.