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Cadence Bank’s Brookfield Renewable BEP Stock Holding History

Cadence Bank’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
2024
Q4 		– Sell
-7,521
Closed -$212K – 332
2024
Q3 		$212K Buy
+7,521
New +$189K 0.01% 318
2023
Q3 		– Sell
-7,173
Closed -$212K – 327
2023
Q2 		$212K Buy
7,173
+95
+1% +$2.92K 0.02% 321
2023
Q1 		$223K Buy
+7,078
New +$200K 0.02% 315
2022
Q4 		– Sell
-6,865
Closed -$215K – 333
2022
Q3 		$215K Buy
+6,865
New +$254K 0.02% 306

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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 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 Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Cadence Bank's BEP Position: Q4 2024 in Review

Cadence Bank sold out of Brookfield Renewable (BEP) in Q4 2024, closing a stake of 7,521 shares — an estimated $212K sold.

Cadence Bank first reported a position in BEP in Q3 2022 and held it in 4 quarters. The position peaked at $223K in Q1 2023. 219 funds tracked by Wall St. Rank hold BEP as of Q4 2024.

  • Cadence Bank reported no remaining Brookfield Renewable position as of Q4 2024 after selling out during the quarter.
  • Cadence Bank sold 7,521 Brookfield Renewable shares in Q4 2024, an estimated $212K.
  • Cadence Bank first reported a position in Brookfield Renewable in Q3 2022 and held it in 4 quarters.
  • Cadence Bank's Brookfield Renewable position peaked at $223K in Q1 2023.
  • 219 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2024.

Based on Cadence Bank's 13F filing for Q4 2024, filed 13 Feb 2025.