Delos Wealth Advisors’s Brookfield Renewable BEP Stock Holding History

Delos Wealth Advisors’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
2024 Q4	–	Sell	-45	Closed	-$1.27K	–	202
2024 Q3	$1.27K	Hold	45	–	–	﹤0.01%	158
2024 Q2	$1.11K	Hold	45	–	–	﹤0.01%	246
2024 Q1	$1.05K	Hold	45	–	–	﹤0.01%	255
2023 Q4	$1.18K	Hold	45	–	–	﹤0.01%	175
2023 Q3	$1.14K	Buy	45 +8	+22%	+$215	﹤0.01%	209
2023 Q2	$1.09K	Hold	37	–	–	﹤0.01%	210
2023 Q1	$1.17K	Hold	37	–	–	﹤0.01%	216
2022 Q4	$938	Hold	37	–	–	﹤0.01%	242
2022 Q3	$1K	Hold	37	–	–	﹤0.01%	211
2022 Q2	$1K	Hold	37	–	–	﹤0.01%	203
2022 Q1	$2K	Hold	37	–	–	﹤0.01%	210
2021 Q4	$1K	Hold	37	–	–	﹤0.01%	399
2021 Q3	$1K	Hold	37	–	–	﹤0.01%	164
2021 Q2	$1K	Buy	+37	New	+$1.46K	﹤0.01%	155

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 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 Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Delos Wealth Advisors's BEP Position: Q4 2024 in Review

Delos Wealth Advisors sold out of Brookfield Renewable (BEP) in Q4 2024, closing a stake of 45 shares — an estimated $1.27K sold.

Delos Wealth Advisors first reported a position in BEP in Q2 2021 and held it in 14 quarters. The position peaked at $2K in Q1 2022. 219 funds tracked by Wall St. Rank hold BEP as of Q4 2024.

Delos Wealth Advisors reported no remaining Brookfield Renewable position as of Q4 2024 after selling out during the quarter.
Delos Wealth Advisors sold 45 Brookfield Renewable shares in Q4 2024, an estimated $1.27K.
Delos Wealth Advisors first reported a position in Brookfield Renewable in Q2 2021 and held it in 14 quarters.
Delos Wealth Advisors's Brookfield Renewable position peaked at $2K in Q1 2022.
219 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2024.

Based on Delos Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.