DWM
BEP icon

Diversify Wealth Management’s Brookfield Renewable BEP Stock Holding History

Diversify Wealth 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 		$854K Buy
26,566
+177
+0.7% +$6.15K 0.01% 692
2026
Q1 		$847K Buy
+26,389
New +$795K 0.02% 651

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Diversify Wealth Management's BEP Position: Q2 2026 in Review

Diversify Wealth Management increased its Brookfield Renewable (BEP) stake by 0.67% in Q2 2026, buying an estimated $6.15K and bringing the position to 26,566 shares worth $854K. The position accounts for 0.01% of the portfolio, ranked #692.

Diversify Wealth Management first reported a position in BEP in Q1 2026 and has held it in 2 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Diversify Wealth Management held 26,566 shares of Brookfield Renewable worth $854K as of Q2 2026.
  • Diversify Wealth Management bought 177 Brookfield Renewable shares in Q2 2026, an estimated $6.15K.
  • Brookfield Renewable made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #692 holding.
  • Diversify Wealth Management first reported a position in Brookfield Renewable in Q1 2026 and has held it in 2 quarters since.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.