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Bernard Wealth Management’s Brookfield Renewable BEP Stock Holding History

Bernard Wealth 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
2026
Q2 		– Sell
-5
Closed -$164 – 329
2026
Q1 		$164 Hold
5
– – ﹤0.01% 347
2025
Q4 		$135 Hold
5
– – ﹤0.01% 340
2025
Q3 		$129 Hold
5
– – ﹤0.01% 325
2025
Q2 		$128 Sell
5
-10
-67% -$235 ﹤0.01% 297
2025
Q1 		$333 Hold
15
– – ﹤0.01% 371
2024
Q4 		$342 Buy
+15
New +$383 ﹤0.01% 306

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

Bernard Wealth Management's BEP Position: Q2 2026 in Review

Bernard Wealth Management sold out of Brookfield Renewable (BEP) in Q2 2026, closing a stake of 5 shares — an estimated $164 sold.

Bernard Wealth Management first reported a position in BEP in Q4 2024 and held it in 6 quarters. The position peaked at $342 in Q4 2024. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Bernard Wealth Management reported no remaining Brookfield Renewable position as of Q2 2026 after selling out during the quarter.
  • Bernard Wealth Management sold 5 Brookfield Renewable shares in Q2 2026, an estimated $164.
  • Bernard Wealth Management first reported a position in Brookfield Renewable in Q4 2024 and held it in 6 quarters.
  • Bernard Wealth Management's Brookfield Renewable position peaked at $342 in Q4 2024.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.