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

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

Byrne Asset Management's BEP Position: Q2 2026 in Review

Byrne Asset Management reduced its Brookfield Renewable (BEP) stake by 75% in Q2 2026, selling an estimated $2.6K and leaving 25 shares worth $868. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Byrne Asset Management first reported a position in BEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $9K in Q2 2023. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Byrne Asset Management held 25 shares of Brookfield Renewable worth $868 as of Q2 2026.
Byrne Asset Management sold 75 Brookfield Renewable shares in Q2 2026, an estimated $2.6K.
Brookfield Renewable made up ﹤0.01% of Byrne Asset Management's portfolio in Q2 2026, its #570 holding.
Byrne Asset Management first reported a position in Brookfield Renewable in Q4 2021 and has held it in 19 quarters since.
Byrne Asset Management's Brookfield Renewable position peaked at $9K in Q2 2023.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.