Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Brookfield Renewable BEP Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.47K Hold
45
– – ﹤0.01% 5336
2025
Q4 		$1K Hold
45
– – ﹤0.01% 5172
2025
Q3 		$1K Hold
45
– – ﹤0.01% 5082
2025
Q2 		$1K Hold
45
– – ﹤0.01% 4971
2025
Q1 		$1K Hold
45
– – ﹤0.01% 4866
2024
Q4 		$1K Hold
45
– – ﹤0.01% 4661
2024
Q3 		$1K Hold
45
– – ﹤0.01% 4519
2024
Q2 		$1K Hold
45
– – ﹤0.01% 4314
2024
Q1 		$1K Sell
45
-450
-91% -$10.9K ﹤0.01% 4077
2023
Q4 		$13K Buy
495
+45
+10% +$1.07K ﹤0.01% 3022
2023
Q3 		$10K Sell
450
-3,826
-89% -$103K ﹤0.01% 3117
2023
Q2 		$126K Hold
4,276
– – ﹤0.01% 1449
2023
Q1 		$135K Buy
4,276
+1,826
+75% +$51.5K ﹤0.01% 1352
2022
Q4 		$62K Buy
2,450
+1,904
+349% +$54.4K ﹤0.01% 1615
2022
Q3 		$17K Buy
546
+96
+21% +$3.55K ﹤0.01% 2320
2022
Q2 		$16K Hold
450
– – ﹤0.01% 2248
2022
Q1 		$18K Hold
450
– – ﹤0.01% 2128
2021
Q4 		$16K Buy
+450
New +$16.6K ﹤0.01% 2100
2021
Q2 		$139K Hold
3,601
– – ﹤0.01% 1018
2021
Q1 		$139K Hold
3,601
– – ﹤0.01% 1018
2020
Q4 		$139K Sell
3,601
-1,801
-33% -$69K ﹤0.01% 1018
2020
Q3 		$139K Sell
5,402
-1,355
-20% -$40K ﹤0.01% 1018
2020
Q2 		$139K Hold
6,757
– – ﹤0.01% 1018
2020
Q1 		$139K Hold
6,757
– – ﹤0.01% 1018
2019
Q4 		$139K Hold
6,757
– – ﹤0.01% 1018
2019
Q3 		$139K Hold
6,757
– – ﹤0.01% 1018
2019
Q2 		$139K Hold
6,757
– – ﹤0.01% 1018
2019
Q1 		$139K Buy
+6,757
New +$107K ﹤0.01% 1018

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BEP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Brookfield Renewable (BEP) position steady in Q1 2026 at 45 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #5336.

Carson Wealth (CWM LLC) first reported a position in BEP in Q1 2019 and has held it in 28 quarters since. The position peaked at $139K in Q2 2021. 256 funds tracked by Wall St. Rank hold BEP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 45 shares of Brookfield Renewable worth $1.47K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Brookfield Renewable share count unchanged in Q1 2026.
  • Brookfield Renewable made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5336 holding.
  • Carson Wealth (CWM LLC) first reported a position in Brookfield Renewable in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Brookfield Renewable position peaked at $139K in Q2 2021.
  • 256 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.