Cedar Mountain Advisors’s Brookfield Renewable BEP Stock Holding History

Cedar Mountain Advisors’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 Q3	$338	Hold	12	–	–	﹤0.01%	1073
2026 Q2	$417	Hold	12	–	–	﹤0.01%	1070
2026 Q1	$392	Hold	12	–	–	﹤0.01%	1043
2025 Q4	$324	Hold	12	–	–	﹤0.01%	645
2025 Q3	$309	Buy	+12	New	+$309	﹤0.01%	632
2022 Q3	–	Sell	-14	Closed	–	–	300
2022 Q2	$0	Hold	14	–	–	﹤0.01%	303
2022 Q1	$1K	Hold	14	–	–	﹤0.01%	284
2021 Q4	$1K	Hold	14	–	–	﹤0.01%	288
2021 Q3	$1K	Hold	14	–	–	﹤0.01%	280
2021 Q2	$1K	Buy	14 +2	+17%	+$79	﹤0.01%	251
2021 Q1	$1K	Buy	12 +3	+33%	+$133	﹤0.01%	256
2020 Q4	$0	Hold	9	–	–	﹤0.01%	266
2020 Q3	$0	Sell	9 -2	-18%	-$59	﹤0.01%	251
2020 Q2	$0	Buy	11 +2	+22%	+$50	﹤0.01%	248
2020 Q1	$0	Hold	9	–	–	﹤0.01%	239
2019 Q4	$0	Buy	+9	New	+$212	﹤0.01%	244

Other funds holding BEP

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Gold Investment Management Edmonton, Alberta, Canada $358M AUM 35.31% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return

Cedar Mountain Advisors's BEP Position: Q3 2026 in Review

Cedar Mountain Advisors held its Brookfield Renewable (BEP) position steady in Q3 2026 at 12 shares worth $338. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

Cedar Mountain Advisors first reported a position in BEP in Q4 2019 and has held it in 16 quarters since. The position peaked at $1K in Q1 2022. 33 funds tracked by Wall St. Rank hold BEP as of Q3 2026.

Cedar Mountain Advisors held 12 shares of Brookfield Renewable worth $338 as of Q3 2026.
Cedar Mountain Advisors left its Brookfield Renewable share count unchanged in Q3 2026.
Brookfield Renewable made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #1073 holding.
Cedar Mountain Advisors first reported a position in Brookfield Renewable in Q4 2019 and has held it in 16 quarters since.
Cedar Mountain Advisors's Brookfield Renewable position peaked at $1K in Q1 2022.
33 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.