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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
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

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return