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 Q3	$8.95K	Hold	318	–	–	﹤0.01%	628
2026 Q2	$11K	Hold	318	–	–	﹤0.01%	594
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	$16.2K	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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

Caldwell Sutter Capital's BEP Position: Q3 2026 in Review

Caldwell Sutter Capital held its Brookfield Renewable (BEP) position steady in Q3 2026 at 318 shares worth $8.95K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Caldwell Sutter Capital first reported a position in BEP in Q4 2022 and has held it in 16 quarters since. The position peaked at $26.7K in Q1 2023. 214 funds tracked by Wall St. Rank hold BEP as of Q3 2026.

Caldwell Sutter Capital held 318 shares of Brookfield Renewable worth $8.95K as of Q3 2026.
Caldwell Sutter Capital left its Brookfield Renewable share count unchanged in Q3 2026.
Brookfield Renewable made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q3 2026, its #628 holding.
Caldwell Sutter Capital first reported a position in Brookfield Renewable in Q4 2022 and has held it in 16 quarters since.
Caldwell Sutter Capital's Brookfield Renewable position peaked at $26.7K in Q1 2023.
214 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.