Birchbrook
BEP icon

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
Q3 		$5.63K Hold
200
– – ﹤0.01% 218
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

Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Lincluden Management
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 21.21% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Rempart Asset Management
Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return
Gold Investment Management
Gold Investment Management Edmonton, Alberta, Canada $358M AUM 35.31% 1-Year Est. Return
EPIQ Partners
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
Sky Investment Group
Sky Investment Group Hartford, Connecticut $931M AUM 17.48% 1-Year Est. Return

Birchbrook's BEP Position: Q3 2026 in Review

Birchbrook held its Brookfield Renewable (BEP) position steady in Q3 2026 at 200 shares worth $5.63K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Birchbrook first reported a position in BEP in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.95K in Q2 2026. 64 funds tracked by Wall St. Rank hold BEP as of Q3 2026.

  • Birchbrook held 200 shares of Brookfield Renewable worth $5.63K as of Q3 2026.
  • Birchbrook left its Brookfield Renewable share count unchanged in Q3 2026.
  • Brookfield Renewable made up ﹤0.01% of Birchbrook's portfolio in Q3 2026, its #218 holding.
  • Birchbrook first reported a position in Brookfield Renewable in Q4 2024 and has held it in 8 quarters since.
  • Birchbrook's Brookfield Renewable position peaked at $6.95K in Q2 2026.
  • 64 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.