Brown Advisory’s Brookfield Renewable BEP Stock Holding History

Brown Advisory’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	$2.76M	Sell	79,344 -567	-0.7%	-$19.7K	﹤0.01%	664
2026 Q1	$2.61M	Buy	79,911 +7,426	+10%	+$224K	﹤0.01%	631
2025 Q4	$1.95M	Buy	72,485 +13,523	+23%	+$385K	﹤0.01%	683
2025 Q3	$1.52M	Buy	58,962 +543	+0.9%	+$14K	﹤0.01%	720
2025 Q2	$1.49M	Buy	58,419 +12,419	+27%	+$292K	﹤0.01%	720
2025 Q1	$1.02M	Buy	+46,000	New	+$1.03M	﹤0.01%	779

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Brown Advisory's BEP Position: Q2 2026 in Review

Brown Advisory reduced its Brookfield Renewable (BEP) stake by 0.71% in Q2 2026, selling an estimated $19.7K and leaving 79,344 shares worth $2.76M. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Brown Advisory first reported a position in BEP in Q1 2025 and has held it in 6 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Brown Advisory held 79,344 shares of Brookfield Renewable worth $2.76M as of Q2 2026.
Brown Advisory sold 567 Brookfield Renewable shares in Q2 2026, an estimated $19.7K.
Brookfield Renewable made up ﹤0.01% of Brown Advisory's portfolio in Q2 2026, its #664 holding.
Brown Advisory first reported a position in Brookfield Renewable in Q1 2025 and has held it in 6 quarters since.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.