Compass Financial Management’s Brookfield Renewable BEP Stock Holding History

Compass Financial 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
2026 Q2	$14.9K	Buy	+450	New	+$15.6K	﹤0.01%	965

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Compass Financial Management's BEP Position: Q2 2026 in Review

Compass Financial Management opened a new position in Brookfield Renewable (BEP) in Q2 2026: 450 shares worth $14.9K. The stake represents ﹤0.01% of the portfolio and ranks #965 among its holdings.

244 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Compass Financial Management held 450 shares of Brookfield Renewable worth $14.9K as of Q2 2026.
Brookfield Renewable was a new Compass Financial Management position in Q2 2026.
Brookfield Renewable made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #965 holding.
244 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.