Creative Planning
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Creative Planning’s Brookfield Renewable BEP Stock Holding History

Creative Planning’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
2021
Q2 		– Sell
-500
Closed -$1K – 2117
2021
Q1 		$1K Buy
+500
New +$22.1K ﹤0.01% 2576

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Creative Planning's BEP Position: Q4 2024 in Review

Creative Planning sold out of Brookfield Renewable (BEP) in Q4 2024, closing a stake of 7,303 shares — an estimated $206K sold.

Creative Planning first reported a position in BEP in Q2 2013 and held it in 31 quarters. The position peaked at $462K in Q3 2020. 219 funds tracked by Wall St. Rank hold BEP as of Q4 2024.

  • Creative Planning reported no remaining Brookfield Renewable position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 7,303 Brookfield Renewable shares in Q4 2024, an estimated $206K.
  • Creative Planning first reported a position in Brookfield Renewable in Q2 2013 and held it in 31 quarters.
  • Creative Planning's Brookfield Renewable position peaked at $462K in Q3 2020.
  • 219 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.