Atticus Wealth Management’s Brookfield Renewable BEP Stock Holding History

Atticus Wealth Management’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
2025 Q3	–	Sell	-457	Closed	-$11.7K	–	245
2025 Q2	$11.7K	Hold	457	–	–	﹤0.01%	466
2025 Q1	$10.1K	Sell	457 -600	-57%	-$13.4K	﹤0.01%	381
2024 Q4	$24.1K	Hold	1,057	–	–	0.01%	315
2024 Q3	$29.8K	Hold	1,057	–	–	0.01%	293
2024 Q2	$26.2K	Hold	1,057	–	–	0.01%	289
2024 Q1	$24.6K	Hold	1,057	–	–	0.01%	304
2023 Q4	$27.8K	Hold	1,057	–	–	0.01%	302
2023 Q3	$23K	Hold	1,057	–	–	0.01%	325
2023 Q2	$31.2K	Hold	1,057	–	–	0.01%	300
2023 Q1	$33.3K	Hold	1,057	–	–	0.01%	281
2022 Q4	$26.8K	Buy	+1,057	New	+$30.2K	0.01%	305
2022 Q3	–	Sell	-1,057	Closed	-$37K	–	570
2022 Q2	$37K	Hold	1,057	–	–	0.02%	287
2022 Q1	$43K	Hold	1,057	–	–	0.02%	260
2021 Q4	$38K	Hold	1,057	–	–	0.01%	254
2021 Q3	$39K	Hold	1,057	–	–	0.02%	262
2021 Q2	$41K	Hold	1,057	–	–	0.02%	241
2021 Q1	$45K	Hold	1,057	–	–	0.02%	219
2020 Q4	$46K	Sell	1,057 -1	-0.1%	-$38	0.02%	216
2020 Q3	$37K	Buy	1,058 +486	+85%	+$14.4K	0.02%	197
2020 Q2	$15K	Buy	572 +197	+53%	+$4.95K	0.01%	223
2020 Q1	$8K	Hold	375	–	–	0.01%	237
2019 Q4	$9K	Buy	+375	New	+$8.85K	0.01%	253

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Atticus Wealth Management's BEP Position: Q3 2025 in Review

Atticus Wealth Management sold out of Brookfield Renewable (BEP) in Q3 2025, closing a stake of 457 shares — an estimated $11.7K sold.

Atticus Wealth Management first reported a position in BEP in Q4 2019 and held it in 22 quarters. The position peaked at $46K in Q4 2020. 229 funds tracked by Wall St. Rank hold BEP as of Q3 2025.

Atticus Wealth Management reported no remaining Brookfield Renewable position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 457 Brookfield Renewable shares in Q3 2025, an estimated $11.7K.
Atticus Wealth Management first reported a position in Brookfield Renewable in Q4 2019 and held it in 22 quarters.
Atticus Wealth Management's Brookfield Renewable position peaked at $46K in Q4 2020.
229 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.