B. Riley Wealth Advisors’s Brookfield Renewable BEP Stock Holding History

B. Riley Wealth Advisors’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	$243K	Buy	6,951 +41	+0.6%	+$1.42K	0.01%	705
2026 Q1	$219K	Buy	+6,910	New	+$208K	0.01%	687
2022 Q1	–	Sell	-6,708	Closed	-$241K	–	1394
2021 Q4	$241K	Buy	+6,708	New	+$247K	0.01%	1180
2015 Q1	–	Sell	-201	Closed	-$3K	–	707
2014 Q4	$3K	Buy	+201	New	+$3.28K	﹤0.01%	3292

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

B. Riley Wealth Advisors's BEP Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Brookfield Renewable (BEP) stake by 0.59% in Q2 2026, buying an estimated $1.42K and bringing the position to 6,951 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #705.

B. Riley Wealth Advisors first reported a position in BEP in Q4 2014 and has held it in 4 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

B. Riley Wealth Advisors held 6,951 shares of Brookfield Renewable worth $243K as of Q2 2026.
B. Riley Wealth Advisors bought 41 Brookfield Renewable shares in Q2 2026, an estimated $1.42K.
Brookfield Renewable made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #705 holding.
B. Riley Wealth Advisors first reported a position in Brookfield Renewable in Q4 2014 and has held it in 4 quarters since.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.