CIBC Private Wealth Group’s Brookfield Renewable BEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$19M Sell
706,122
-71,188
-9% -$2.02M 0.03% 285
2025
Q3
$20M Sell
777,310
-37,783
-5% -$973K 0.03% 285
2025
Q2
$20.8M Sell
815,093
-17,271
-2% -$406K 0.04% 274
2025
Q1
$16.8M Sell
832,364
-6,275
-0.7% -$140K 0.04% 272
2024
Q4
$19M Sell
838,639
-77,847
-8% -$1.99M 0.03% 274
2024
Q3
$25.8M Sell
916,486
-181,494
-17% -$4.56M 0.05% 248
2024
Q2
$27.8M Sell
1,097,980
-47,798
-4% -$1.19M 0.05% 233
2024
Q1
$26.5M Sell
1,145,778
-437,461
-28% -$10.6M 0.05% 238
2023
Q4
$41.6M Sell
1,583,239
-40,402
-2% -$957K 0.09% 187
2023
Q3
$35.3M Sell
1,623,641
-451,168
-22% -$12.2M 0.08% 196
2023
Q2
$61.2M Buy
2,074,809
+357,986
+21% +$11M 0.13% 144
2023
Q1
$54.1M Buy
1,716,823
+405,849
+31% +$11.4M 0.12% 163
2022
Q4
$2.95M Sell
1,310,974
-249,584
-16% -$7.13M 0.01% 379
2022
Q3
$48.8M Buy
1,560,558
+75,207
+5% +$2.78M 0.13% 146
2022
Q2
$51.7M Buy
1,485,351
+709,910
+92% +$25.6M 0.13% 145
2022
Q1
$31.8M Buy
775,441
+5,404
+0.7% +$194K 0.07% 198
2021
Q4
$27.6M Buy
770,037
+482,636
+168% +$17.8M 0.06% 217
2021
Q3
$10.6M Buy
287,401
+524
+0.2% +$20.4K 0.02% 321
2021
Q2
$11.1M Sell
286,877
-239,840
-46% -$9.49M 0.03% 330
2021
Q1
$22.4M Sell
526,717
-78,285
-13% -$3.47M 0.06% 229
2020
Q4
$26.1M Sell
605,002
-3,776
-0.6% -$145K 0.07% 194
2020
Q3
$21.3M Buy
+608,778
New +$18M 0.07% 199
2020
Q2
Sell
-763,073
Closed -$17.3M 610
2020
Q1
$17.3M Sell
763,073
-43,754
-5% -$1.11M 0.07% 187
2019
Q4
$20M Buy
806,827
+78,706
+11% +$1.86M 0.07% 204
2019
Q3
$15.8M Buy
+728,121
New +$14.2M 0.06% 228
2018
Q2
Sell
-2,993
Closed -$50K 1967
2018
Q1
$50K Hold
2,993
﹤0.01% 1153
2017
Q4
$56K Buy
+2,993
New +$54.1K ﹤0.01% 1155

Other funds holding BEP