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 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	$16.3K	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

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

Caldwell Sutter Capital's BEP Position: Q2 2026 in Review

Caldwell Sutter Capital held its Brookfield Renewable (BEP) position steady in Q2 2026 at 318 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Caldwell Sutter Capital first reported a position in BEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $26.7K in Q1 2023. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Caldwell Sutter Capital held 318 shares of Brookfield Renewable worth $11K as of Q2 2026.
Caldwell Sutter Capital left its Brookfield Renewable share count unchanged in Q2 2026.
Brookfield Renewable made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #594 holding.
Caldwell Sutter Capital first reported a position in Brookfield Renewable in Q4 2022 and has held it in 15 quarters since.
Caldwell Sutter Capital's Brookfield Renewable position peaked at $26.7K in Q1 2023.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.