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Clearstead Advisors’s Brookfield Renewable BEP Stock Holding History

Clearstead 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
2026
Q1 		$187K Buy
5,731
+1
+0% +$30 ﹤0.01% 1004
2025
Q4 		$155K Buy
5,730
+1
+0% +$28 ﹤0.01% 986
2025
Q3 		$148K Sell
5,729
-149
-3% -$3.84K ﹤0.01% 946
2025
Q2 		$150K Hold
5,878
– – ﹤0.01% 955
2025
Q1 		$130K Sell
5,878
-80
-1% -$1.79K ﹤0.01% 930
2024
Q4 		$136K Sell
5,958
-10,714
-64% -$274K ﹤0.01% 950
2024
Q3 		$470K Buy
16,672
+4,135
+33% +$104K 0.01% 593
2024
Q2 		$311K Buy
12,537
+2
+0% +$50 0.01% 665
2024
Q1 		$343K Buy
12,535
+1
+0% +$24 0.02% 378
2023
Q4 		$329K Sell
12,534
-12,232
-49% -$290K 0.02% 380
2023
Q3 		$538K Buy
24,766
+13,350
+117% +$360K 0.02% 395
2023
Q2 		$337K Buy
11,416
+1
+0% +$31 0.02% 347
2023
Q1 		$360K Sell
11,415
-838
-7% -$23.6K 0.03% 312
2022
Q4 		$311K Buy
12,253
+1
+0% +$29 0.02% 327
2022
Q3 		$383K Buy
12,252
+1
+0% +$37 0.04% 272
2022
Q2 		$426K Buy
12,251
+12,000
+4,781% +$432K 0.03% 276
2022
Q1 		$10K Sell
251
-7,399
-97% -$265K ﹤0.01% 982
2021
Q4 		$274K Hold
7,650
– – 0.02% 340
2021
Q3 		$282K Hold
7,650
– – 0.02% 321
2021
Q2 		$295K Buy
7,650
+150
+2% +$5.94K 0.02% 297
2021
Q1 		$320K Hold
7,500
– – 0.03% 271
2020
Q4 		$324K Buy
+7,500
New +$287K 0.03% 252

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return