CAN
BEP icon

Cetera Advisor Networks’s Brookfield Renewable BEP Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$698K Buy
30,039
+547
+2% +$13.3K ﹤0.01% 1702
2023
Q4 		$775K Buy
29,492
+1,822
+7% +$43.1K ﹤0.01% 1548
2023
Q3 		$602K Buy
27,670
+2,182
+9% +$58.8K ﹤0.01% 1645
2023
Q2 		$752K Sell
25,488
-321
-1% -$9.87K 0.01% 1437
2023
Q1 		$813K Sell
25,809
-1,353
-5% -$38.2K 0.01% 1370
2022
Q4 		$688K Buy
27,162
+5,085
+23% +$145K 0.01% 1414
2022
Q3 		$691K Buy
22,077
+672
+3% +$24.8K 0.01% 1091
2022
Q2 		$744K Buy
21,405
+807
+4% +$29K 0.01% 1038
2022
Q1 		$846K Buy
20,598
+2,297
+13% +$82.4K 0.01% 998
2021
Q4 		$655K Sell
18,301
-231
-1% -$8.51K 0.01% 1105
2021
Q3 		$684K Buy
18,532
+4,987
+37% +$194K 0.01% 1024
2021
Q2 		$522K Buy
13,545
+5,818
+75% +$230K 0.01% 1153
2021
Q1 		$329K Buy
7,727
+150
+2% +$6.64K 0.01% 1084
2020
Q4 		$327K Buy
7,577
+449
+6% +$17.2K 0.01% 997
2020
Q3 		$250K Sell
7,128
-1,789
-20% -$52.9K 0.01% 1039
2020
Q2 		$228K Hold
8,917
– – 0.01% 1043
2020
Q1 		$202K Hold
8,917
– – 0.01% 983
2019
Q4 		$221K Sell
8,917
-2,815
-24% -$66.4K 0.01% 1115
2019
Q3 		$251K Buy
+11,732
New +$229K 0.01% 1001

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cetera Advisor Networks's BEP Position: Q1 2024 in Review

Cetera Advisor Networks increased its Brookfield Renewable (BEP) stake by 1.9% in Q1 2024, buying an estimated $13.3K and bringing the position to 30,039 shares worth $698K. The position accounts for ﹤0.01% of the portfolio, ranked #1702.

Cetera Advisor Networks first reported a position in BEP in Q3 2019 and has held it in 19 quarters since. The position peaked at $846K in Q1 2022. 211 funds tracked by Wall St. Rank hold BEP as of Q1 2024.

  • Cetera Advisor Networks held 30,039 shares of Brookfield Renewable worth $698K as of Q1 2024.
  • Cetera Advisor Networks bought 547 Brookfield Renewable shares in Q1 2024, an estimated $13.3K.
  • Brookfield Renewable made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1702 holding.
  • Cetera Advisor Networks first reported a position in Brookfield Renewable in Q3 2019 and has held it in 19 quarters since.
  • Cetera Advisor Networks's Brookfield Renewable position peaked at $846K in Q1 2022.
  • 211 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.