Dixon Mitchell Investment Counsel’s Brookfield Renewable BEP Stock Holding History

Dixon Mitchell Investment Counsel’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
2025 Q1	–	Sell	-525	Closed	-$12K	–	106
2024 Q4	$12K	Hold	525	–	–	﹤0.01%	86
2024 Q3	$14.8K	Hold	525	–	–	﹤0.01%	84
2024 Q2	$13K	Sell	525 -796	-60%	-$19.8K	﹤0.01%	103
2024 Q1	$30.8K	Buy	+1,321	New	+$32.1K	﹤0.01%	96
2021 Q1	–	Sell	-7,321	Closed	-$315K	–	57
2020 Q4	$315K	Sell	7,321 -4,501	-38%	-$173K	0.03%	54
2020 Q3	$414K	Sell	11,822 -13,888	-54%	-$410K	0.04%	50
2020 Q2	$654K	Buy	+25,710	New	+$646K	0.07%	49
2016 Q4	–	Sell	-18,765	Closed	-$307K	–	64
2016 Q3	$307K	Hold	18,765	–	–	0.05%	61
2016 Q2	$296K	Hold	18,765	–	–	0.05%	61
2016 Q1	$303K	Hold	18,765	–	–	0.05%	62
2015 Q4	$262K	Hold	18,765	–	–	0.04%	64
2015 Q3	$274K	Hold	18,765	–	–	0.05%	63
2015 Q2	$298K	Hold	18,765	–	–	0.05%	65
2015 Q1	$315K	Buy	+18,765	New	+$312K	0.05%	64

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

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Dixon Mitchell Investment Counsel's BEP Position: Q1 2025 in Review

Dixon Mitchell Investment Counsel sold out of Brookfield Renewable (BEP) in Q1 2025, closing a stake of 525 shares — an estimated $12K sold.

Dixon Mitchell Investment Counsel first reported a position in BEP in Q1 2015 and held it in 14 quarters. The position peaked at $654K in Q2 2020. 214 funds tracked by Wall St. Rank hold BEP as of Q1 2025.

Dixon Mitchell Investment Counsel reported no remaining Brookfield Renewable position as of Q1 2025 after selling out during the quarter.
Dixon Mitchell Investment Counsel sold 525 Brookfield Renewable shares in Q1 2025, an estimated $12K.
Dixon Mitchell Investment Counsel first reported a position in Brookfield Renewable in Q1 2015 and held it in 14 quarters.
Dixon Mitchell Investment Counsel's Brookfield Renewable position peaked at $654K in Q2 2020.
214 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2025.

Based on Dixon Mitchell Investment Counsel's 13F filing for Q1 2025, filed 14 May 2025.