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Beacon Investment Advisory Services’s Brookfield Renewable BEP Stock Holding History

Beacon Investment Advisory 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 		$138K Hold
3,974
– – 0.01% 291
2026
Q1 		$130K Buy
+3,974
New +$120K 0.01% 296

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 Advisory Services's BEP Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Brookfield Renewable (BEP) position steady in Q2 2026 at 3,974 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #291.

Beacon Investment Advisory Services first reported a position in BEP in Q1 2026 and has held it in 2 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Beacon Investment Advisory Services held 3,974 shares of Brookfield Renewable worth $138K as of Q2 2026.
  • Beacon Investment Advisory Services left its Brookfield Renewable share count unchanged in Q2 2026.
  • Brookfield Renewable made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #291 holding.
  • Beacon Investment Advisory Services first reported a position in Brookfield Renewable in Q1 2026 and has held it in 2 quarters since.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.