Balboa Wealth Partners’s Brookfield Renewable BEP Stock Holding History

Balboa Wealth Partners’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	$262K	Buy	+7,554	New	+$262K	0.04%	377

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

Balboa Wealth Partners's BEP Position: Q2 2026 in Review

Balboa Wealth Partners opened a new position in Brookfield Renewable (BEP) in Q2 2026: 7,554 shares worth $262K. The stake represents 0.04% of the portfolio and ranks #377 among its holdings.

254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Balboa Wealth Partners held 7,554 shares of Brookfield Renewable worth $262K as of Q2 2026.
Brookfield Renewable was a new Balboa Wealth Partners position in Q2 2026.
Brookfield Renewable made up 0.04% of Balboa Wealth Partners's portfolio in Q2 2026, its #377 holding.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.