AW
BEP icon

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 $672B AUM 33.48% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Avion Wealth's BEP Position: Q2 2025 in Review

Avion Wealth sold out of Brookfield Renewable (BEP) in Q2 2025, closing a stake of 25 shares.

Avion Wealth first reported a position in BEP in Q1 2021 and held it in 16 quarters. The position peaked at $1K in Q1 2024. 222 funds tracked by Wall St. Rank hold BEP as of Q2 2025.

  • Avion Wealth reported no remaining Brookfield Renewable position as of Q2 2025 after selling out during the quarter.
  • Avion Wealth sold 25 Brookfield Renewable shares in Q2 2025.
  • Avion Wealth first reported a position in Brookfield Renewable in Q1 2021 and held it in 16 quarters.
  • Avion Wealth's Brookfield Renewable position peaked at $1K in Q1 2024.
  • 222 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2025.

Based on Avion Wealth's 13F filing for Q2 2025, filed 25 Jul 2025.