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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
Q1 		$1.52M Sell
46,582
-9,955
-18% -$300K 0.03% 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 0.05% 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

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