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Beacon Investment Advisors’s Brookfield Renewable BEP Stock Holding History

Beacon Investment 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 		$426K Buy
12,254
+90
+0.7% +$3.13K 0.13% 127
2026
Q1 		$397K Buy
12,164
+102
+0.8% +$3.08K 0.15% 124
2025
Q4 		$325K Buy
12,062
+108
+0.9% +$3.07K 0.13% 130
2025
Q3 		$308K Buy
11,954
+109
+0.9% +$2.81K 0.13% 127
2025
Q2 		$303K Buy
11,845
+121
+1% +$2.85K 0.13% 127
2025
Q1 		$260K Buy
11,724
+111
+1% +$2.48K 0.12% 138
2024
Q4 		$265K Buy
11,613
+90
+0.8% +$2.3K 0.12% 135
2024
Q3 		$325K Buy
11,523
+102
+0.9% +$2.56K 0.15% 125
2024
Q2 		$283K Buy
11,421
+106
+0.9% +$2.64K 0.14% 125
2024
Q1 		$263K Buy
11,315
+87
+0.8% +$2.11K 0.15% 113
2023
Q4 		$295K Buy
11,228
+126
+1% +$2.98K 0.19% 106
2023
Q3 		$241K Buy
11,102
+88
+0.8% +$2.37K 0.17% 109
2023
Q2 		$325K Buy
11,014
+83
+0.8% +$2.55K 0.22% 99
2023
Q1 		$344K Buy
10,931
+96
+0.9% +$2.71K 0.25% 97
2022
Q4 		$275K Buy
+10,835
New +$309K 0.23% 102

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Beacon Investment Advisors's BEP Position: Q2 2026 in Review

Beacon Investment Advisors increased its Brookfield Renewable (BEP) stake by 0.74% in Q2 2026, buying an estimated $3.13K and bringing the position to 12,254 shares worth $426K. The position accounts for 0.13% of the portfolio, ranked #127.

Beacon Investment Advisors first reported a position in BEP in Q4 2022 and has held it in 15 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Beacon Investment Advisors held 12,254 shares of Brookfield Renewable worth $426K as of Q2 2026.
  • Beacon Investment Advisors bought 90 Brookfield Renewable shares in Q2 2026, an estimated $3.13K.
  • Brookfield Renewable made up 0.13% of Beacon Investment Advisors's portfolio in Q2 2026, its #127 holding.
  • Beacon Investment Advisors first reported a position in Brookfield Renewable in Q4 2022 and has held it in 15 quarters since.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.