Diversify Advisory Services’s Brookfield Renewable BEP Stock Holding History

Diversify Advisory Services’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	$854K	Buy	26,566 +250	+0.9%	+$8.68K	0.01%	692
2026 Q1	$844K	Sell	26,316 -729	-3%	-$22K	0.13%	79
2025 Q4	$763K	Sell	27,045 -1,334	-5%	-$37.9K	0.02%	473
2025 Q3	$895K	Buy	28,379 +2,145	+8%	+$55.3K	0.03%	398
2025 Q2	$648K	Buy	+26,234	New	+$617K	0.02%	446

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

Diversify Advisory Services's BEP Position: Q2 2026 in Review

Diversify Advisory Services increased its Brookfield Renewable (BEP) stake by 0.95% in Q2 2026, buying an estimated $8.68K and bringing the position to 26,566 shares worth $854K. The position accounts for 0.01% of the portfolio, ranked #692.

Diversify Advisory Services first reported a position in BEP in Q2 2025 and has held it in 5 quarters since. The position peaked at $895K in Q3 2025. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Diversify Advisory Services held 26,566 shares of Brookfield Renewable worth $854K as of Q2 2026.
Diversify Advisory Services bought 250 Brookfield Renewable shares in Q2 2026, an estimated $8.68K.
Brookfield Renewable made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #692 holding.
Diversify Advisory Services first reported a position in Brookfield Renewable in Q2 2025 and has held it in 5 quarters since.
Diversify Advisory Services's Brookfield Renewable position peaked at $895K in Q3 2025.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.