Baskin Financial Services’s Brookfield Renewable BEP Stock Holding History

Baskin Financial Services’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	$260K	Buy	+7,500	New	+$260K	0.02%	49
2022 Q3	–	Sell	-6,292	Closed	-$218K	–	55
2022 Q2	$218K	Hold	6,292	–	–	0.02%	55
2022 Q1	$258K	Hold	6,292	–	–	0.02%	52
2021 Q4	$225K	Hold	6,292	–	–	0.02%	59
2021 Q3	$232K	Hold	6,292	–	–	0.02%	54
2021 Q2	$243K	Hold	6,292	–	–	0.02%	56
2021 Q1	$269K	Sell	6,292 -20	-0.3%	-$886	0.03%	52
2020 Q4	$272K	Sell	6,312 -185	-3%	-$7.09K	0.03%	49
2020 Q3	$228K	Buy	+6,497	New	+$192K	0.03%	49

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

Baskin Financial Services's BEP Position: Q2 2026 in Review

Baskin Financial Services opened a new position in Brookfield Renewable (BEP) in Q2 2026: 7,500 shares worth $260K. The stake represents 0.02% of the portfolio and ranks #49 among its holdings. This is a return to the name: Baskin Financial Services previously reported a position in BEP as recently as Q2 2022.

Baskin Financial Services first reported a position in BEP in Q3 2020 and has held it in 9 quarters since. The position peaked at $272K in Q4 2020. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Baskin Financial Services held 7,500 shares of Brookfield Renewable worth $260K as of Q2 2026.
Brookfield Renewable was a new Baskin Financial Services position in Q2 2026.
Brookfield Renewable made up 0.02% of Baskin Financial Services's portfolio in Q2 2026, its #49 holding.
Baskin Financial Services first reported a position in Brookfield Renewable in Q3 2020 and has held it in 9 quarters since.
Baskin Financial Services's Brookfield Renewable position peaked at $272K in Q4 2020.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Baskin Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.