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Coppell Advisory Solutions’s Brookfield Renewable BEP Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-21
Closed -$482 – 480
2024
Q4 		$482 Buy
21
+13
+163% +$332 ﹤0.01% 1758
2024
Q3 		$226 Hold
8
– – ﹤0.01% 1720
2024
Q2 		$198 Buy
+8
New +$199 ﹤0.01% 1658

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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Coppell Advisory Solutions's BEP Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Brookfield Renewable (BEP) in Q1 2025, closing a stake of 21 shares — an estimated $482 sold.

Coppell Advisory Solutions first reported a position in BEP in Q2 2024 and held it in 3 quarters. The position peaked at $482 in Q4 2024. 214 funds tracked by Wall St. Rank hold BEP as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Brookfield Renewable position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 21 Brookfield Renewable shares in Q1 2025, an estimated $482.
  • Coppell Advisory Solutions first reported a position in Brookfield Renewable in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's Brookfield Renewable position peaked at $482 in Q4 2024.
  • 214 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.