Cardinal Point Capital Management’s Brookfield Renewable BEP Stock Holding History

Cardinal Point Capital Management’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	$1.02M	Buy	29,397 +2,326	+9%	+$80.8K	0.06%	126
2026 Q1	$881K	Buy	27,071 +1,500	+6%	+$45.2K	0.05%	129
2025 Q4	$692K	Sell	25,571 -1,225	-5%	-$34.8K	0.05%	133
2025 Q3	$690K	Sell	26,796 -40	-0.1%	-$1.03K	0.05%	135
2025 Q2	$683K	Sell	26,836 -512	-2%	-$12K	0.05%	119
2025 Q1	$456K	Buy	+27,348	New	+$611K	0.04%	122

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

Cardinal Point Capital Management's BEP Position: Q2 2026 in Review

Cardinal Point Capital Management increased its Brookfield Renewable (BEP) stake by 8.6% in Q2 2026, buying an estimated $80.8K and bringing the position to 29,397 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #126.

Cardinal Point Capital Management first reported a position in BEP in Q1 2025 and has held it in 6 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Cardinal Point Capital Management held 29,397 shares of Brookfield Renewable worth $1.02M as of Q2 2026.
Cardinal Point Capital Management bought 2,326 Brookfield Renewable shares in Q2 2026, an estimated $80.8K.
Brookfield Renewable made up 0.06% of Cardinal Point Capital Management's portfolio in Q2 2026, its #126 holding.
Cardinal Point Capital Management first reported a position in Brookfield Renewable in Q1 2025 and has held it in 6 quarters since.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.