CA
BEP icon

Cetera Advisors’s Brookfield Renewable BEP Stock Holding History

Cetera 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
2024
Q1 		$243K Buy
+10,465
New +$254K ﹤0.01% 2085
2022
Q3 		– Sell
-6,511
Closed -$227K – 1353
2022
Q2 		$227K Buy
+6,511
New +$234K 0.01% 1172
2021
Q4 		– Sell
-7,063
Closed -$261K – 1440
2021
Q3 		$261K Buy
7,063
+689
+11% +$26.8K 0.01% 1181
2021
Q2 		$246K Sell
6,374
-3,528
-36% -$140K 0.01% 1141
2021
Q1 		$422K Buy
9,902
+686
+7% +$30.4K 0.01% 803
2020
Q4 		$398K Sell
9,216
-59
-0.6% -$2.26K 0.01% 720
2020
Q3 		$325K Sell
9,275
-60,328
-87% -$1.78M 0.01% 705
2020
Q2 		$1.78M Sell
69,603
-7,028
-9% -$177K 0.08% 247
2020
Q1 		$1.74M Sell
76,631
-9,149
-11% -$232K 0.09% 218
2019
Q4 		$2.13M Sell
85,780
-9,420
-10% -$222K 0.09% 222
2019
Q3 		$2.06M Buy
95,200
+13,696
+17% +$268K 0.09% 215
2019
Q2 		$1.5M Sell
81,504
-25,807
-24% -$445K 0.07% 279
2019
Q1 		$1.82M Buy
107,311
+80,723
+304% +$1.27M 0.09% 217
2018
Q4 		$367K Buy
+26,588
New +$398K 0.02% 573

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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 $304B AUM 35.64% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cetera Advisors's BEP Position: Q1 2024 in Review

Cetera Advisors opened a new position in Brookfield Renewable (BEP) in Q1 2024: 10,465 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #2085 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in BEP as recently as Q2 2022.

Cetera Advisors first reported a position in BEP in Q4 2018 and has held it in 14 quarters since. The position peaked at $2.13M in Q4 2019. 211 funds tracked by Wall St. Rank hold BEP as of Q1 2024.

  • Cetera Advisors held 10,465 shares of Brookfield Renewable worth $243K as of Q1 2024.
  • Brookfield Renewable was a new Cetera Advisors position in Q1 2024.
  • Brookfield Renewable made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2085 holding.
  • Cetera Advisors first reported a position in Brookfield Renewable in Q4 2018 and has held it in 14 quarters since.
  • Cetera Advisors's Brookfield Renewable position peaked at $2.13M in Q4 2019.
  • 211 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2024.

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