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 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

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 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