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Coldstream Capital Management’s Brookfield Renewable BEP Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-2,000
Closed -$44.3K – 1368
2025
Q1 		$44.3K Buy
+2,000
New +$44.7K ﹤0.01% 1759

Other funds holding BEP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
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
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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Coldstream Capital Management's BEP Position: Q2 2025 in Review

Coldstream Capital Management sold out of Brookfield Renewable (BEP) in Q2 2025, closing a stake of 2,000 shares — an estimated $44.3K sold.

Coldstream Capital Management first reported a position in BEP in Q1 2025 and held it in 1 quarter. The position peaked at $44.3K in Q1 2025. 222 funds tracked by Wall St. Rank hold BEP as of Q2 2025.

  • Coldstream Capital Management reported no remaining Brookfield Renewable position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 2,000 Brookfield Renewable shares in Q2 2025, an estimated $44.3K.
  • Coldstream Capital Management first reported a position in Brookfield Renewable in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Brookfield Renewable position peaked at $44.3K in Q1 2025.
  • 222 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.