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Belpointe Asset Management’s Brookfield Renewable BEP Stock Holding History

Belpointe Asset Management’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
2025
Q1 		– Sell
-10,938
Closed -$268K – 924
2024
Q4 		$268K Buy
10,938
+199
+2% +$5.08K 0.02% 697
2024
Q3 		$303K Sell
10,739
-89
-0.8% -$2.24K 0.02% 661
2024
Q2 		$268K Buy
10,828
+338
+3% +$8.41K 0.02% 624
2024
Q1 		$244K Sell
10,490
-261
-2% -$6.34K 0.02% 679
2023
Q4 		$283K Buy
10,751
+1,307
+14% +$31K 0.02% 541
2023
Q3 		$205K Sell
9,444
-1,162
-11% -$31.3K 0.02% 595
2023
Q2 		$313K Buy
10,606
+3,363
+46% +$103K 0.03% 435
2023
Q1 		$228K Buy
7,243
+1,529
+27% +$43.1K 0.01% 874
2022
Q4 		$145K Buy
5,714
+114
+2% +$3.25K 0.01% 1036
2022
Q3 		$175K Buy
5,600
+445
+9% +$16.4K 0.01% 889
2022
Q2 		$179K Sell
5,155
-102
-2% -$3.67K 0.01% 867
2022
Q1 		$216K Buy
5,257
+2,245
+75% +$80.5K 0.01% 873
2021
Q4 		$108K Sell
3,012
-1,101
-27% -$40.6K 0.01% 1155
2021
Q3 		$152K Sell
4,113
-3,060
-43% -$119K 0.01% 973
2021
Q2 		$277K Sell
7,173
-589
-8% -$23.3K 0.02% 702
2021
Q1 		$331K Sell
7,762
-2,642
-25% -$117K 0.03% 565
2020
Q4 		$449K Buy
10,404
+807
+8% +$30.9K 0.04% 432
2020
Q3 		$336K Sell
9,597
-3,764
-28% -$111K 0.04% 406
2020
Q2 		$341K Sell
13,361
-823
-6% -$20.7K 0.04% 377
2020
Q1 		$321K Sell
14,184
-122
-0.9% -$3.09K 0.06% 326
2019
Q4 		$356K Buy
14,306
+1,859
+15% +$43.9K 0.05% 406
2019
Q3 		$269K Sell
12,447
-1,730
-12% -$33.8K 0.04% 414
2019
Q2 		$261K Buy
+14,177
New +$245K 0.05% 354

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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Belpointe Asset Management's BEP Position: Q1 2025 in Review

Belpointe Asset Management sold out of Brookfield Renewable (BEP) in Q1 2025, closing a stake of 10,938 shares — an estimated $268K sold.

Belpointe Asset Management first reported a position in BEP in Q2 2019 and held it in 23 quarters. The position peaked at $449K in Q4 2020. 214 funds tracked by Wall St. Rank hold BEP as of Q1 2025.

  • Belpointe Asset Management reported no remaining Brookfield Renewable position as of Q1 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 10,938 Brookfield Renewable shares in Q1 2025, an estimated $268K.
  • Belpointe Asset Management first reported a position in Brookfield Renewable in Q2 2019 and held it in 23 quarters.
  • Belpointe Asset Management's Brookfield Renewable position peaked at $449K in Q4 2020.
  • 214 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2025.

Based on Belpointe Asset Management's 13F filing for Q1 2025, filed 20 May 2025.