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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
Q2 		$199K Buy
5,733
+2
+0% +$69 ﹤0.01% 1068
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 Buy
12,534
+151
+1% +$3.58K 0.02% 380
2023
Q3 		$269K Buy
12,383
+967
+8% +$26K 0.02% 379
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 $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

Clearstead Advisors's BEP Position: Q2 2026 in Review

Clearstead Advisors increased its Brookfield Renewable (BEP) stake by 0.03% in Q2 2026, buying an estimated $69 and bringing the position to 5,733 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Clearstead Advisors first reported a position in BEP in Q4 2020 and has held it in 23 quarters since. The position peaked at $470K in Q3 2024. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Clearstead Advisors held 5,733 shares of Brookfield Renewable worth $199K as of Q2 2026.
  • Clearstead Advisors bought 2 Brookfield Renewable shares in Q2 2026, an estimated $69.
  • Brookfield Renewable made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1068 holding.
  • Clearstead Advisors first reported a position in Brookfield Renewable in Q4 2020 and has held it in 23 quarters since.
  • Clearstead Advisors's Brookfield Renewable position peaked at $470K in Q3 2024.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.