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Avalon Trust’s Brookfield Renewable BEP Stock Holding History

Avalon Trust’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 		$69.5K Hold
2,000
– – ﹤0.01% 250
2026
Q1 		$65.3K Hold
2,000
– – ﹤0.01% 258
2025
Q4 		$53.9K Buy
+2,000
New +$56.9K ﹤0.01% 271

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Avalon Trust's BEP Position: Q2 2026 in Review

Avalon Trust held its Brookfield Renewable (BEP) position steady in Q2 2026 at 2,000 shares worth $69.5K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Avalon Trust first reported a position in BEP in Q4 2025 and has held it in 3 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Avalon Trust held 2,000 shares of Brookfield Renewable worth $69.5K as of Q2 2026.
  • Avalon Trust left its Brookfield Renewable share count unchanged in Q2 2026.
  • Brookfield Renewable made up ﹤0.01% of Avalon Trust's portfolio in Q2 2026, its #250 holding.
  • Avalon Trust first reported a position in Brookfield Renewable in Q4 2025 and has held it in 3 quarters since.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.