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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
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 $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return