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Chicago Partners Investment Group’s Brookfield Renewable BEP Stock Holding History

Chicago Partners Investment Group’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 		$212K Hold
6,421
– – ﹤0.01% 1402
2026
Q1 		$213K Buy
+6,421
New +$194K ﹤0.01% 1312
2025
Q4 		– Sell
-6,421
Closed -$202K – 1303
2025
Q3 		$202K Buy
+6,421
New +$165K 0.01% 1156
2023
Q2 		– Sell
-6,689
Closed -$211K – 686
2023
Q1 		$211K Buy
+6,689
New +$189K 0.01% 601
2022
Q4 		– Sell
-6,731
Closed -$201K – 643
2022
Q3 		$201K Hold
6,731
– – 0.01% 535
2022
Q2 		$254K Buy
6,731
+42
+0.6% +$1.51K 0.02% 477
2022
Q1 		$232K Hold
6,689
– – 0.02% 477
2021
Q4 		$227K Hold
6,689
– – 0.02% 497
2021
Q3 		$258K Hold
6,689
– – 0.02% 475
2021
Q2 		$253K Hold
6,689
– – 0.02% 459
2021
Q1 		$275K Hold
6,689
– – 0.02% 419
2020
Q4 		$330K Sell
6,689
-1
-0% -$38 0.03% 347
2020
Q3 		$258K Sell
6,690
-1,679
-20% -$49.6K 0.03% 341
2020
Q2 		$234K Hold
8,369
– – 0.03% 336
2020
Q1 		$209K Hold
8,369
– – 0.03% 324
2019
Q4 		$206K Buy
+8,369
New +$198K 0.03% 346
2018
Q4 		– Sell
-15,599
Closed -$234K – 380
2018
Q3 		$234K Hold
15,599
– – 0.03% 274
2018
Q2 		$250K Hold
15,599
– – 0.04% 243
2018
Q1 		$259K Hold
15,599
– – 0.04% 224
2017
Q4 		$290K Hold
15,599
– – 0.05% 223
2017
Q3 		$279K Buy
15,599
+403
+3% +$7.27K 0.05% 222
2017
Q2 		$259K Buy
+15,196
New +$255K 0.07% 166

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Chicago Partners Investment Group's BEP Position: Q2 2026 in Review

Chicago Partners Investment Group held its Brookfield Renewable (BEP) position steady in Q2 2026 at 6,421 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Chicago Partners Investment Group first reported a position in BEP in Q2 2017 and has held it in 22 quarters since. The position peaked at $330K in Q4 2020. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Chicago Partners Investment Group held 6,421 shares of Brookfield Renewable worth $212K as of Q2 2026.
  • Chicago Partners Investment Group left its Brookfield Renewable share count unchanged in Q2 2026.
  • Brookfield Renewable made up ﹤0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1402 holding.
  • Chicago Partners Investment Group first reported a position in Brookfield Renewable in Q2 2017 and has held it in 22 quarters since.
  • Chicago Partners Investment Group's Brookfield Renewable position peaked at $330K in Q4 2020.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.