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Bogart Wealth LLC’s Brookfield Renewable BEP Stock Holding History

Bogart Wealth LLC’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
Q4 		– Sell
-72
Closed -$1.86K – 1597
2025
Q3 		$1.86K Buy
+72
New +$1.85K ﹤0.01% 1174

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Bogart Wealth LLC's BEP Position: Q4 2025 in Review

Bogart Wealth LLC sold out of Brookfield Renewable (BEP) in Q4 2025, closing a stake of 72 shares — an estimated $1.86K sold.

Bogart Wealth LLC first reported a position in BEP in Q3 2025 and held it in 1 quarter. The position peaked at $1.86K in Q3 2025. 242 funds tracked by Wall St. Rank hold BEP as of Q4 2025.

  • Bogart Wealth LLC reported no remaining Brookfield Renewable position as of Q4 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 72 Brookfield Renewable shares in Q4 2025, an estimated $1.86K.
  • Bogart Wealth LLC first reported a position in Brookfield Renewable in Q3 2025 and held it in 1 quarter.
  • Bogart Wealth LLC's Brookfield Renewable position peaked at $1.86K in Q3 2025.
  • 242 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2025.

Based on Bogart Wealth LLC's 13F filing for Q4 2025, filed 30 Jan 2026.