Birchbrook’s Brookfield Renewable BEP Stock Holding History

Birchbrook’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	$6.95K	Hold	200	–	–	﹤0.01%	222
2026 Q1	$6.53K	Hold	200	–	–	﹤0.01%	218
2025 Q4	$5.39K	Hold	200	–	–	﹤0.01%	238
2025 Q3	$5.16K	Hold	200	–	–	﹤0.01%	215
2025 Q2	$5.1K	Hold	200	–	–	﹤0.01%	215
2025 Q1	$4.43K	Hold	200	–	–	﹤0.01%	216
2024 Q4	$4.56K	Buy	+200	New	+$5.11K	﹤0.01%	232

Other funds holding BEP

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return