Cambridge Investment Research Advisors’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.27M | Buy |
39,045
+4,287
| +12% | +$129K | ﹤0.01% | 1961 |
|
|
2025
Q4 | $937K | Buy |
34,758
+4,591
| +15% | +$131K | ﹤0.01% | 2148 |
|
|
2025
Q3 | $778K | Buy |
30,167
+5,584
| +23% | +$144K | ﹤0.01% | 2256 |
|
|
2025
Q2 | $627K | Sell |
24,583
-1,338
| -5% | -$31.5K | ﹤0.01% | 2344 |
|
|
2025
Q1 | $574K | Buy |
25,921
+3,722
| +17% | +$83.1K | ﹤0.01% | 2300 |
|
|
2024
Q4 | $506K | Buy |
22,199
+562
| +3% | +$14.3K | ﹤0.01% | 2421 |
|
|
2024
Q3 | $610K | Buy |
21,637
+6,689
| +45% | +$168K | ﹤0.01% | 2243 |
|
|
2024
Q2 | $370K | Sell |
14,948
-340
| -2% | -$8.46K | ﹤0.01% | 2541 |
|
|
2024
Q1 | $355K | Sell |
15,288
-91
| -0.6% | -$2.21K | ﹤0.01% | 2568 |
|
|
2023
Q4 | $404K | Buy |
15,379
+3,344
| +28% | +$79.2K | ﹤0.01% | 2365 |
|
|
2023
Q3 | $262K | Sell |
12,035
-11,335
| -49% | -$305K | ﹤0.01% | 2598 |
|
|
2023
Q2 | $689K | Sell |
23,370
-4,051
| -15% | -$125K | ﹤0.01% | 1891 |
|
|
2023
Q1 | $864K | Buy |
27,421
+8,193
| +43% | +$231K | ﹤0.01% | 1669 |
|
|
2022
Q4 | $487K | Buy |
19,228
+2,360
| +14% | +$67.4K | ﹤0.01% | 2033 |
|
|
2022
Q3 | $528K | Buy |
16,868
+2,745
| +19% | +$101K | ﹤0.01% | 1895 |
|
|
2022
Q2 | $491K | Buy |
14,123
+1,288
| +10% | +$46.4K | ﹤0.01% | 1980 |
|
|
2022
Q1 | $527K | Sell |
12,835
-102
| -0.8% | -$3.66K | ﹤0.01% | 2060 |
|
|
2021
Q4 | $463K | Buy |
12,937
+983
| +8% | +$36.2K | ﹤0.01% | 2164 |
|
|
2021
Q3 | $441K | Sell |
11,954
-1,302
| -10% | -$50.6K | ﹤0.01% | 2141 |
|
|
2021
Q2 | $511K | Sell |
13,256
-968
| -7% | -$38.3K | ﹤0.01% | 2042 |
|
|
2021
Q1 | $606K | Buy |
14,224
+2,026
| +17% | +$89.7K | ﹤0.01% | 1760 |
|
|
2020
Q4 | $526K | Buy |
12,198
+195
| +2% | +$7.47K | ﹤0.01% | 1737 |
|
|
2020
Q3 | $421K | Sell |
12,003
-26,949
| -69% | -$796K | ﹤0.01% | 1714 |
|
|
2020
Q2 | $994K | Buy |
38,952
+10,454
| +37% | +$263K | 0.01% | 1119 |
|
|
2020
Q1 | $645K | Buy |
28,498
+2,304
| +9% | +$58.3K | 0.01% | 1218 |
|
|
2019
Q4 | $651K | Buy |
26,194
+2,407
| +10% | +$56.8K | 0.01% | 1410 |
|
|
2019
Q3 | $515K | Sell |
23,787
-60
| -0.3% | -$1.17K | ﹤0.01% | 1475 |
|
|
2019
Q2 | $440K | Buy |
23,847
+2,682
| +13% | +$46.3K | ﹤0.01% | 1512 |
|
|
2019
Q1 | $360K | Sell |
21,165
-636
| -3% | -$10K | ﹤0.01% | 1691 |
|
|
2018
Q4 | $301K | Buy |
21,801
+790
| +4% | +$11.8K | ﹤0.01% | 1666 |
|
|
2018
Q3 | $339K | Buy |
21,011
+2,603
| +14% | +$42.7K | ﹤0.01% | 1718 |
|
|
2018
Q2 | $295K | Buy |
+18,408
| New | +$301K | ﹤0.01% | 1745 |
|
|
2018
Q1 | – | Sell |
-11,691
| Closed | -$217K | – | 2155 |
|
|
2017
Q4 | $217K | Sell |
11,691
-208
| -2% | -$3.76K | ﹤0.01% | 1871 |
|
|
2017
Q3 | $213K | Buy |
+11,899
| New | +$215K | ﹤0.01% | 1784 |
|
Other funds holding BEP
BC
