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Burford Brothers’s Brookfield Renewable BEP Stock Holding History

Burford Brothers’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 		$398K Hold
11,472
– – 0.15% 121
2026
Q1 		$374K Hold
11,472
– – 0.15% 120
2025
Q4 		$309K Hold
11,472
– – 0.13% 136
2025
Q3 		$296K Hold
11,472
– – 0.13% 133
2025
Q2 		$293K Hold
11,472
– – 0.13% 127
2025
Q1 		$254K Hold
11,472
– – 0.12% 134
2024
Q4 		$261K Hold
11,472
– – 0.13% 131
2024
Q3 		$323K Hold
11,472
– – 0.17% 121
2024
Q2 		$284K Sell
11,472
-98
-0.8% -$2.44K 0.17% 124
2024
Q1 		$269K Hold
11,570
– – 0.18% 127
2023
Q4 		$304K Buy
+11,570
New +$274K 0.21% 116

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

Burford Brothers's BEP Position: Q2 2026 in Review

Burford Brothers held its Brookfield Renewable (BEP) position steady in Q2 2026 at 11,472 shares worth $398K. The position accounts for 0.15% of the portfolio, ranked #121.

Burford Brothers first reported a position in BEP in Q4 2023 and has held it in 11 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Burford Brothers held 11,472 shares of Brookfield Renewable worth $398K as of Q2 2026.
  • Burford Brothers left its Brookfield Renewable share count unchanged in Q2 2026.
  • Brookfield Renewable made up 0.15% of Burford Brothers's portfolio in Q2 2026, its #121 holding.
  • Burford Brothers first reported a position in Brookfield Renewable in Q4 2023 and has held it in 11 quarters since.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Burford Brothers's 13F filing for Q2 2026, filed 28 Jul 2026.