Corient Private Wealth
BEP icon

Corient Private Wealth’s Brookfield Renewable BEP Stock Holding History

Corient Private Wealth’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 		– Sell
-11,842
Closed -$319K – 2856
2025
Q4 		$319K Buy
11,842
+200
+2% +$5.69K ﹤0.01% 2485
2025
Q3 		$300K Buy
+11,642
New +$300K ﹤0.01% 2112
2025
Q1 		– Sell
-12,032
Closed -$274K – 2298
2024
Q4 		$274K Sell
12,032
-3,440
-22% -$87.8K ﹤0.01% 1944
2024
Q3 		$436K Buy
15,472
+2,252
+17% +$56.6K ﹤0.01% 1813
2024
Q2 		$327K Hold
13,220
– – ﹤0.01% 1853
2024
Q1 		$307K Sell
13,220
-4,968
-27% -$121K ﹤0.01% 1877
2023
Q4 		$478K Buy
18,188
+1,968
+12% +$46.6K ﹤0.01% 1630
2023
Q3 		$353K Buy
16,220
+3,782
+30% +$102K ﹤0.01% 1669
2023
Q2 		$367K Sell
12,438
-686
-5% -$21.1K ﹤0.01% 1608
2023
Q1 		$414K Buy
13,124
+1,874
+17% +$52.8K ﹤0.01% 1460
2022
Q4 		$285K Buy
+11,250
New +$321K ﹤0.01% 1354

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Principal Financial Group
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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