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Caldwell Sutter Capital’s Brookfield Renewable BEP Stock Holding History

Caldwell Sutter Capital’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
Q1 		$10.4K Hold
318
– – ﹤0.01% 551
2025
Q4 		$8.58K Sell
318
-319
-50% -$9.07K ﹤0.01% 567
2025
Q3 		$16.4K Hold
637
– – 0.01% 498
2025
Q2 		$16.3K Hold
637
– – 0.01% 487
2025
Q1 		$14.1K Hold
637
– – 0.01% 505
2024
Q4 		$14.5K Hold
637
– – 0.01% 513
2024
Q3 		$18K Hold
637
– – 0.01% 497
2024
Q2 		$15.8K Hold
637
– – 0.01% 509
2024
Q1 		$14.8K Sell
637
-9
-1% -$219 0.01% 503
2023
Q4 		$17K Sell
646
-345
-35% -$8.17K 0.01% 489
2023
Q3 		$21.5K Buy
991
+100
+11% +$2.69K 0.01% 433
2023
Q2 		$26.3K Buy
891
+45
+5% +$1.38K 0.01% 410
2023
Q1 		$26.7K Buy
846
+209
+33% +$5.89K 0.02% 310
2022
Q4 		$16.1K Buy
+637
New +$18.2K 0.01% 234

Other funds holding BEP

BC
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return