Avion Wealth’s Brookfield Renewable BEP Stock Holding History

Avion Wealth’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	–	Sell	-25	Closed	–	–	1176
2025 Q1	$0	Buy	+25	New	+$558	﹤0.01%	1027
2024 Q4	–	Sell	-25	Closed	–	–	1012
2024 Q3	$0	Hold	25	–	–	﹤0.01%	1006
2024 Q2	$0	Hold	25	–	–	﹤0.01%	917
2024 Q1	$1K	Hold	25	–	–	﹤0.01%	856
2023 Q4	$1K	Hold	25	–	–	﹤0.01%	697
2023 Q3	$0	Hold	25	–	–	﹤0.01%	818
2023 Q2	$0	Hold	25	–	–	﹤0.01%	722
2023 Q1	$0	Hold	25	–	–	﹤0.01%	544
2022 Q4	$0	Hold	25	–	–	﹤0.01%	465
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	421
2022 Q2	$1K	Hold	25	–	–	﹤0.01%	419
2022 Q1	$1K	Hold	25	–	–	﹤0.01%	348
2021 Q4	$1K	Hold	25	–	–	﹤0.01%	353
2021 Q3	$1K	Hold	25	–	–	﹤0.01%	333
2021 Q2	$1K	Hold	25	–	–	﹤0.01%	320
2021 Q1	$1K	Buy	+25	New	+$1.11K	﹤0.01%	311

Other funds holding BEP

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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 $245B 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 $56.9B 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return