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Edgemoor Investment Advisors’s Brookfield Renewable BEP Stock Holding History

Edgemoor Investment 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
2026
Q2 		$2.75M Buy
79,102
+1,990
+3% +$69.1K 0.19% 69
2026
Q1 		$2.52M Buy
77,112
+18,371
+31% +$554K 0.2% 72
2025
Q4 		$1.58M Sell
58,741
-12,665
-18% -$360K 0.12% 85
2025
Q3 		$1.84M Buy
71,406
+6,997
+11% +$180K 0.14% 81
2025
Q2 		$1.64M Sell
64,409
-1,652
-3% -$38.9K 0.14% 82
2025
Q1 		$1.46M Buy
66,061
+1,295
+2% +$28.9K 0.13% 81
2024
Q4 		$1.48M Buy
64,766
+14
+0% +$357 0.13% 82
2024
Q3 		$1.82M Buy
64,752
+3,288
+5% +$82.7K 0.16% 72
2024
Q2 		$1.52M Sell
61,464
-800
-1% -$19.9K 0.14% 74
2024
Q1 		$1.45M Buy
62,264
+5,166
+9% +$126K 0.14% 76
2023
Q4 		$1.5M Sell
57,098
-2,974
-5% -$70.4K 0.16% 75
2023
Q3 		$1.31M Buy
60,072
+9,630
+19% +$259K 0.15% 79
2023
Q2 		$1.49M Buy
50,442
+310
+0.6% +$9.54K 0.17% 75
2023
Q1 		$1.58M Buy
50,132
+3,077
+7% +$86.8K 0.19% 72
2022
Q4 		$1.19M Sell
47,055
-707
-1% -$20.2K 0.15% 83
2022
Q3 		$1.5M Sell
47,762
-410
-0.9% -$15.2K 0.2% 75
2022
Q2 		$1.68M Buy
48,172
+616
+1% +$22.2K 0.21% 73
2022
Q1 		$1.95M Buy
47,556
+1,860
+4% +$66.7K 0.21% 72
2021
Q4 		$1.64M Buy
45,696
+17,741
+63% +$654K 0.17% 70
2021
Q3 		$1.03M Buy
+27,955
New +$1.09M 0.12% 76

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

Edgemoor Investment Advisors's BEP Position: Q2 2026 in Review

Edgemoor Investment Advisors increased its Brookfield Renewable (BEP) stake by 2.6% in Q2 2026, buying an estimated $69.1K and bringing the position to 79,102 shares worth $2.75M. The position accounts for 0.19% of the portfolio, ranked #69.

Edgemoor Investment Advisors first reported a position in BEP in Q3 2021 and has held it in 20 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Edgemoor Investment Advisors held 79,102 shares of Brookfield Renewable worth $2.75M as of Q2 2026.
  • Edgemoor Investment Advisors bought 1,990 Brookfield Renewable shares in Q2 2026, an estimated $69.1K.
  • Brookfield Renewable made up 0.19% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #69 holding.
  • Edgemoor Investment Advisors first reported a position in Brookfield Renewable in Q3 2021 and has held it in 20 quarters since.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.