CCLA Investment Management’s Brookfield Renewable BEP Stock Holding History

CCLA Investment 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
2025 Q4	$59.3M	Sell	2,199,682 -164,160	-7%	-$4.67M	0.95%	42
2025 Q3	$60.9M	Hold	2,363,842	–	–	0.97%	41
2025 Q2	$60.3K	Sell	2,363,842 -297,563	-11%	-$7M	0.05%	44
2025 Q1	$58.9M	Buy	2,661,405 +33,433	+1%	+$747K	1.04%	47
2024 Q4	$59.8M	Buy	2,627,972 +49,553	+2%	+$1.27M	0.95%	50
2024 Q3	$64M	Hold	2,578,419	–	–	0.99%	54
2024 Q2	$64M	Buy	2,578,419 +47,734	+2%	+$1.19M	0.99%	54
2024 Q1	$58.7M	Buy	2,530,685 +34,915	+1%	+$848K	0.9%	54
2023 Q4	$65.6M	Buy	2,495,770 +676,754	+37%	+$16M	1.07%	51
2023 Q3	$39.3M	Buy	+1,819,016	New	+$49M	0.73%	58
2022 Q4	–	Sell	-710,774	Closed	-$22.3M	–	73
2022 Q3	$22.3M	Buy	+710,774	New	+$26.3M	0.54%	59
2022 Q1	$40M	Hold	972,844	–	–	0.72%	57
2021 Q4	$34.8M	Buy	+972,844	New	+$35.9M	0.57%	57

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

CCLA Investment Management's BEP Position: Q4 2025 in Review

CCLA Investment Management reduced its Brookfield Renewable (BEP) stake by 6.9% in Q4 2025, selling an estimated $4.67M and leaving 2,199,682 shares worth $59.3M. The position accounts for 0.95% of the portfolio, ranked #42.

CCLA Investment Management first reported a position in BEP in Q4 2021 and has held it in 13 quarters since. The position peaked at $65.6M in Q4 2023. 242 funds tracked by Wall St. Rank hold BEP as of Q4 2025.

CCLA Investment Management held 2,199,682 shares of Brookfield Renewable worth $59.3M as of Q4 2025.
CCLA Investment Management sold 164,160 Brookfield Renewable shares in Q4 2025, an estimated $4.67M.
Brookfield Renewable made up 0.95% of CCLA Investment Management's portfolio in Q4 2025, its #42 holding.
CCLA Investment Management first reported a position in Brookfield Renewable in Q4 2021 and has held it in 13 quarters since.
CCLA Investment Management's Brookfield Renewable position peaked at $65.6M in Q4 2023.
242 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2025.

Based on CCLA Investment Management's 13F filing for Q4 2025, filed 22 Jan 2026.