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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return