Aviso Financial’s Brookfield Renewable BEP Stock Holding History

Aviso Financial’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	–	Sell	-10,365	Closed	-$338K	–	282
2026 Q1	$338K	Buy	10,365 +1,744	+20%	+$52.6K	0.01%	204
2025 Q4	$233K	Buy	8,621 +283	+3%	+$8.05K	0.01%	210
2025 Q3	$215K	Buy	8,338 +733	+10%	+$18.9K	0.01%	226
2025 Q2	$194K	Buy	7,605 +2,621	+53%	+$61.7K	0.01%	229
2025 Q1	$110K	Sell	4,984 -3,857	-44%	-$86.1K	0.01%	244
2024 Q4	$201K	Buy	8,841 +1,553	+21%	+$39.7K	0.01%	236
2024 Q3	$206K	Buy	7,288 +1,001	+16%	+$25.2K	0.01%	237
2024 Q2	$155K	Buy	+6,287	New	+$157K	0.01%	237

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

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

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

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Aviso Financial's BEP Position: Q2 2026 in Review

Aviso Financial sold out of Brookfield Renewable (BEP) in Q2 2026, closing a stake of 10,365 shares — an estimated $338K sold.

Aviso Financial first reported a position in BEP in Q2 2024 and held it in 8 quarters. The position peaked at $338K in Q1 2026. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Aviso Financial reported no remaining Brookfield Renewable position as of Q2 2026 after selling out during the quarter.
Aviso Financial sold 10,365 Brookfield Renewable shares in Q2 2026, an estimated $338K.
Aviso Financial first reported a position in Brookfield Renewable in Q2 2024 and held it in 8 quarters.
Aviso Financial's Brookfield Renewable position peaked at $338K in Q1 2026.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.