Arkadios Wealth Advisors’s Brookfield Renewable BEP Stock Holding History

Arkadios Wealth 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 Q2	$1.61M	Sell	46,324 -258	-0.6%	-$8.96K	0.02%	630
2026 Q1	$1.52M	Sell	46,582 -9,955	-18%	-$300K	0.02%	623
2025 Q4	$1.52M	Sell	56,537 -1,881	-3%	-$53.5K	0.03%	542
2025 Q3	$1.51M	Sell	58,418 -1,163	-2%	-$30K	0.04%	485
2025 Q2	$1.52M	Sell	59,581 -1,009	-2%	-$23.7K	0.04%	422
2025 Q1	$1.34M	Buy	60,590 +8,191	+16%	+$183K	0.05%	379
2024 Q4	$1.19M	Buy	52,399 +42,737	+442%	+$1.09M	0.07%	293
2024 Q3	$272K	Buy	+9,662	New	+$243K	0.02%	742
2021 Q4	–	Sell	-215	Closed	-$7K	–	694
2021 Q3	$7K	Buy	215 +2	+0.9%	+$78	﹤0.01%	1517
2021 Q2	$8K	Buy	213 +113	+113%	+$4.47K	﹤0.01%	1582
2021 Q1	$4K	Buy	+100	New	+$4.43K	﹤0.01%	1400

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

Arkadios Wealth Advisors's BEP Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Brookfield Renewable (BEP) stake by 0.55% in Q2 2026, selling an estimated $8.96K and leaving 46,324 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #630.

Arkadios Wealth Advisors first reported a position in BEP in Q1 2021 and has held it in 11 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Arkadios Wealth Advisors held 46,324 shares of Brookfield Renewable worth $1.61M as of Q2 2026.
Arkadios Wealth Advisors sold 258 Brookfield Renewable shares in Q2 2026, an estimated $8.96K.
Brookfield Renewable made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #630 holding.
Arkadios Wealth Advisors first reported a position in Brookfield Renewable in Q1 2021 and has held it in 11 quarters since.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.