Baird Financial Group’s Brookfield Renewable BEP Stock Holding History

Baird Financial Group’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 Q3	$72.9M	Buy	+2,592,295	New	+$82.6M	0.1%	137

Other funds holding BEP

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Baird Financial Group's BEP Position: Q3 2026 in Review

Baird Financial Group opened a new position in Brookfield Renewable (BEP) in Q3 2026: 2,592,295 shares worth $72.9M. The stake represents 0.1% of the portfolio and ranks #137 among its holdings.

214 funds tracked by Wall St. Rank hold BEP as of Q3 2026.

Baird Financial Group held 2,592,295 shares of Brookfield Renewable worth $72.9M as of Q3 2026.
Brookfield Renewable was a new Baird Financial Group position in Q3 2026.
Brookfield Renewable made up 0.1% of Baird Financial Group's portfolio in Q3 2026, its #137 holding.
214 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on Baird Financial Group's 13F filing for Q3 2026, filed 13 Nov 2026.