AAS
BEP icon

Avantax Advisory Services’s Brookfield Renewable BEP Stock Holding History

Avantax Advisory Services’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
Q2 		$661K Buy
25,926
+553
+2% +$13K ﹤0.01% 1418
2025
Q1 		$562K Buy
25,373
+1,221
+5% +$27.3K ﹤0.01% 1431
2024
Q4 		$550K Buy
24,152
+724
+3% +$18.5K ﹤0.01% 1378
2024
Q3 		$660K Buy
23,428
+1,584
+7% +$39.8K ﹤0.01% 1241
2024
Q2 		$541K Buy
21,844
+1,119
+5% +$27.9K ﹤0.01% 1315
2024
Q1 		$481K Buy
20,725
+3,048
+17% +$74.1K ﹤0.01% 1059
2023
Q4 		$465K Sell
17,677
-559
-3% -$13.2K ﹤0.01% 1031
2023
Q3 		$396K Buy
18,236
+2,288
+14% +$61.6K ﹤0.01% 1051
2023
Q2 		$470K Sell
15,948
-431
-3% -$13.3K 0.01% 962
2023
Q1 		$516K Buy
16,379
+200
+1% +$5.64K 0.01% 902
2022
Q4 		$410K Buy
16,179
+676
+4% +$19.3K 0.01% 955
2022
Q3 		$485K Sell
15,503
-105
-0.7% -$3.88K 0.01% 786
2022
Q2 		$543K Buy
15,608
+1,175
+8% +$42.3K 0.01% 750
2022
Q1 		$589K Buy
14,433
+817
+6% +$29.3K 0.01% 730
2021
Q4 		$487K Buy
13,616
+599
+5% +$22.1K 0.01% 770
2021
Q3 		$480K Buy
13,017
+1,075
+9% +$41.7K 0.01% 737
2021
Q2 		$462K Buy
+11,942
New +$473K 0.01% 729
2021
Q1 		– Sell
-7,209
Closed -$312K – 1034
2020
Q4 		$312K Sell
7,209
-8,396
-54% -$322K 0.01% 705
2020
Q3 		$547K Buy
15,605
+7,724
+98% +$228K 0.01% 757
2020
Q2 		$202K Buy
+7,881
New +$198K 0.01% 786

Other funds holding BEP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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 $269B AUM 31.4% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Avantax Advisory Services's BEP Position: Q2 2025 in Review

Avantax Advisory Services increased its Brookfield Renewable (BEP) stake by 2.2% in Q2 2025, buying an estimated $13K and bringing the position to 25,926 shares worth $661K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

Avantax Advisory Services first reported a position in BEP in Q2 2020 and has held it in 20 quarters since. 223 funds tracked by Wall St. Rank hold BEP as of Q2 2025.

  • Avantax Advisory Services held 25,926 shares of Brookfield Renewable worth $661K as of Q2 2025.
  • Avantax Advisory Services bought 553 Brookfield Renewable shares in Q2 2025, an estimated $13K.
  • Brookfield Renewable made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1418 holding.
  • Avantax Advisory Services first reported a position in Brookfield Renewable in Q2 2020 and has held it in 20 quarters since.
  • 223 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.