Center for Financial Planning’s Brookfield Renewable BEP Stock Holding History

Center for Financial Planning’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	$765	Hold	22	–	–	﹤0.01%	620
2026 Q1	$719	Hold	22	–	–	﹤0.01%	614
2025 Q4	$594	Hold	22	–	–	﹤0.01%	647
2025 Q3	$568	Hold	22	–	–	﹤0.01%	627
2025 Q2	$562	Hold	22	–	–	﹤0.01%	611
2025 Q1	$488	Hold	22	–	–	﹤0.01%	665
2024 Q4	$502	Hold	22	–	–	﹤0.01%	634
2024 Q3	$620	Hold	22	–	–	﹤0.01%	536
2024 Q2	$545	Hold	22	–	–	﹤0.01%	547
2024 Q1	$512	Hold	22	–	–	﹤0.01%	578
2023 Q4	$579	Buy	+22	New	+$521	﹤0.01%	500

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

Center for Financial Planning's BEP Position: Q2 2026 in Review

Center for Financial Planning held its Brookfield Renewable (BEP) position steady in Q2 2026 at 22 shares worth $765. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Center for Financial Planning first reported a position in BEP in Q4 2023 and has held it in 11 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Center for Financial Planning held 22 shares of Brookfield Renewable worth $765 as of Q2 2026.
Center for Financial Planning left its Brookfield Renewable share count unchanged in Q2 2026.
Brookfield Renewable made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #620 holding.
Center for Financial Planning first reported a position in Brookfield Renewable in Q4 2023 and has held it in 11 quarters since.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.