Cresset Asset Management’s Brookfield Renewable BEP Stock Holding History

Cresset Asset 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	$244K	Sell	7,031 -3,000	-30%	-$104K	﹤0.01%	1491
2026 Q1	$327K	Buy	10,031 +600	+6%	+$18.1K	﹤0.01%	1233
2025 Q4	$254K	Sell	9,431 -600	-6%	-$17.1K	﹤0.01%	1384
2025 Q3	$259K	Hold	10,031	–	–	﹤0.01%	1309
2025 Q2	$256K	Sell	10,031 -4,000	-29%	-$94.1K	﹤0.01%	1204
2025 Q1	$311K	Buy	14,031 +2,000	+17%	+$44.7K	﹤0.01%	1290
2024 Q4	$274K	Sell	12,031 -9,800	-45%	-$250K	﹤0.01%	1404
2024 Q3	$615K	Buy	21,831 +3,100	+17%	+$78K	﹤0.01%	1406
2024 Q2	$464K	Buy	18,731 +1,700	+10%	+$42.3K	﹤0.01%	1484
2024 Q1	$396K	Buy	+17,031	New	+$414K	﹤0.01%	1456
2023 Q3	–	Sell	-8,881	Closed	-$262K	–	1825
2023 Q2	$262K	Buy	+8,881	New	+$273K	﹤0.01%	1589
2022 Q3	–	Sell	-9,652	Closed	-$335K	–	888
2022 Q2	$335K	Buy	9,652 +3,271	+51%	+$118K	﹤0.01%	678
2022 Q1	$262K	Sell	6,381 -10,651	-63%	-$382K	﹤0.01%	822
2021 Q4	$610K	Buy	17,032 +11,590	+213%	+$427K	0.01%	630
2021 Q3	$201K	Buy	+5,442	New	+$211K	﹤0.01%	1032

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

Cresset Asset Management's BEP Position: Q2 2026 in Review

Cresset Asset Management reduced its Brookfield Renewable (BEP) stake by 30% in Q2 2026, selling an estimated $104K and leaving 7,031 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

Cresset Asset Management first reported a position in BEP in Q3 2021 and has held it in 15 quarters since. The position peaked at $615K in Q3 2024. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Cresset Asset Management held 7,031 shares of Brookfield Renewable worth $244K as of Q2 2026.
Cresset Asset Management sold 3,000 Brookfield Renewable shares in Q2 2026, an estimated $104K.
Brookfield Renewable made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1491 holding.
Cresset Asset Management first reported a position in Brookfield Renewable in Q3 2021 and has held it in 15 quarters since.
Cresset Asset Management's Brookfield Renewable position peaked at $615K in Q3 2024.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.