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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
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

BC
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Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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 $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