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 Q2	$250K	Buy	+7,190	New	+$250K	﹤0.01%	2672
2025 Q4	–	Sell	-11,642	Closed	-$300K	–	2656
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

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

Corient Private Wealth's BEP Position: Q2 2026 in Review

Corient Private Wealth opened a new position in Brookfield Renewable (BEP) in Q2 2026: 7,190 shares worth $250K. The stake represents ﹤0.01% of the portfolio and ranks #2672 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in BEP as recently as Q3 2025.

Corient Private Wealth first reported a position in BEP in Q4 2022 and has held it in 11 quarters since. The position peaked at $478K in Q4 2023. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Corient Private Wealth held 7,190 shares of Brookfield Renewable worth $250K as of Q2 2026.
Brookfield Renewable was a new Corient Private Wealth position in Q2 2026.
Brookfield Renewable made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2672 holding.
Corient Private Wealth first reported a position in Brookfield Renewable in Q4 2022 and has held it in 11 quarters since.
Corient Private Wealth's Brookfield Renewable position peaked at $478K in Q4 2023.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.