Byrne Asset Management’s Brookfield Renewable BEP Stock Holding History

Byrne Asset Management’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	$868	Sell	25 -75	-75%	-$2.6K	﹤0.01%	570
2026 Q1	$3.26K	Hold	100	–	–	﹤0.01%	504
2025 Q4	$2.7K	Hold	100	–	–	﹤0.01%	509
2025 Q3	$2.58K	Hold	100	–	–	﹤0.01%	510
2025 Q2	$2.55K	Hold	100	–	–	﹤0.01%	499
2025 Q1	$2.22K	Hold	100	–	–	﹤0.01%	519
2024 Q4	$2.28K	Sell	100 -200	-67%	-$5.11K	﹤0.01%	502
2024 Q3	$8.45K	Hold	300	–	–	0.01%	417
2024 Q2	$7.85K	Hold	300	–	–	0.01%	403
2024 Q1	$6.97K	Hold	300	–	–	﹤0.01%	411
2023 Q4	$7.9K	Hold	300	–	–	0.01%	376
2023 Q3	$7K	Hold	300	–	–	0.01%	367
2023 Q2	$9K	Hold	300	–	–	0.01%	410
2023 Q1	$9K	Buy	300 +200	+200%	+$5.64K	0.01%	390
2022 Q4	$2.53K	Hold	100	–	–	﹤0.01%	481
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	439
2022 Q2	$3K	Sell	100 -100	-50%	-$3.6K	﹤0.01%	461
2022 Q1	$8K	Hold	200	–	–	0.01%	400
2021 Q4	$7K	Buy	+200	New	+$7.37K	﹤0.01%	420

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