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Davis Rea’s Brookfield Renewable BEP Stock Holding History

Davis Rea’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 		$4.51M Sell
138,822
-3,774
-3% -$114K 1.18% 32
2025
Q4 		$3.86M Sell
142,596
-7,900
-5% -$225K 0.97% 36
2025
Q3 		$3.88M Sell
150,496
-2,898
-2% -$74.6K 0.94% 39
2025
Q2 		$3.9M Sell
153,394
-399
-0.3% -$9.39K 0.97% 38
2025
Q1 		$3.41M Buy
+153,793
New +$3.43M 0.91% 39
2021
Q4 		– Sell
-7,381
Closed -$271K – 47
2021
Q3 		$271K Sell
7,381
-1,381
-16% -$53.6K 0.13% 48
2021
Q2 		$338K Sell
8,762
-239
-3% -$9.46K 0.17% 46
2021
Q1 		$384K Hold
9,001
– – 0.21% 43
2020
Q4 		$388K Buy
9,001
+2,471
+38% +$94.7K 0.22% 45
2020
Q3 		$229K Buy
+6,530
New +$193K 0.15% 47

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 $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