Aspiriant LLC’s Brookfield Renewable BEP Stock Holding History

Aspiriant LLC’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 Q3	$241K	Hold	8,561	–	–	0.01%	367
2026 Q2	$297K	Hold	8,561	–	–	0.01%	321
2026 Q1	$279K	Hold	8,561	–	–	0.01%	289
2025 Q4	$231K	Hold	8,561	–	–	0.01%	307
2025 Q3	$221K	Buy	+8,561	New	+$221K	0.01%	285
2024 Q4	–	Sell	-8,564	Closed	-$241K	–	292
2024 Q3	$241K	Buy	+8,564	New	+$215K	0.01%	257
2023 Q2	–	Sell	-6,636	Closed	-$209K	–	286
2023 Q1	$209K	Buy	+6,636	New	+$187K	0.01%	264
2022 Q4	–	Sell	-6,636	Closed	-$208K	–	279
2022 Q3	$208K	Hold	6,636	–	–	0.01%	249
2022 Q2	$231K	Hold	6,636	–	–	0.01%	245
2022 Q1	$273K	Hold	6,636	–	–	0.02%	234
2021 Q4	$238K	Hold	6,636	–	–	0.01%	248
2021 Q3	$245K	Hold	6,636	–	–	0.01%	211
2021 Q2	$256K	Hold	6,636	–	–	0.01%	211
2021 Q1	$283K	Hold	6,636	–	–	0.02%	184
2020 Q4	$286K	Hold	6,636	–	–	0.02%	175
2020 Q3	$232K	Sell	6,636 -1,666	-20%	-$49.2K	0.02%	199
2020 Q2	$212K	Buy	+8,302	New	+$209K	0.02%	172

Other funds holding BEP

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Gold Investment Management Edmonton, Alberta, Canada $358M AUM 35.31% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Aspiriant LLC's BEP Position: Q3 2026 in Review

Aspiriant LLC held its Brookfield Renewable (BEP) position steady in Q3 2026 at 8,561 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #367.

Aspiriant LLC first reported a position in BEP in Q2 2020 and has held it in 17 quarters since. The position peaked at $297K in Q2 2026. 40 funds tracked by Wall St. Rank hold BEP as of Q3 2026.

Aspiriant LLC held 8,561 shares of Brookfield Renewable worth $241K as of Q3 2026.
Aspiriant LLC left its Brookfield Renewable share count unchanged in Q3 2026.
Brookfield Renewable made up 0.01% of Aspiriant LLC's portfolio in Q3 2026, its #367 holding.
Aspiriant LLC first reported a position in Brookfield Renewable in Q2 2020 and has held it in 17 quarters since.
Aspiriant LLC's Brookfield Renewable position peaked at $297K in Q2 2026.
40 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.