Envestnet Asset Management
BEP icon

Envestnet Asset Management’s Brookfield Renewable BEP Stock Holding History

Envestnet Asset 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
Q1 		$277K Buy
+8,485
New +$256K ﹤0.01% 4321
2025
Q4 		– Sell
-10,223
Closed -$264K – 4469
2025
Q3 		$264K Buy
10,223
+742
+8% +$19.1K ﹤0.01% 4162
2025
Q2 		$242K Sell
9,481
-585
-6% -$13.8K ﹤0.01% 4141
2025
Q1 		$223K Sell
10,066
-727
-7% -$16.2K ﹤0.01% 4093
2024
Q4 		$246K Sell
10,793
-485
-4% -$12.4K ﹤0.01% 3988
2024
Q3 		$318K Buy
11,278
+67
+0.6% +$1.69K ﹤0.01% 3792
2024
Q2 		$278K Buy
11,211
+428
+4% +$10.7K ﹤0.01% 3775
2024
Q1 		$251K Sell
10,783
-3,756
-26% -$91.3K ﹤0.01% 3825
2023
Q4 		$382K Buy
14,539
+1,396
+11% +$33.1K ﹤0.01% 3473
2023
Q3 		$286K Buy
13,143
+66
+0.5% +$1.78K ﹤0.01% 3554
2023
Q2 		$386K Sell
13,077
-716
-5% -$22K ﹤0.01% 3354
2023
Q1 		$435K Buy
13,793
+1,806
+15% +$50.9K ﹤0.01% 3237
2022
Q4 		$304K Buy
11,987
+1,269
+12% +$36.2K ﹤0.01% 3421
2022
Q3 		$335K Buy
10,718
+2,651
+33% +$98K ﹤0.01% 3272
2022
Q2 		$281K Buy
8,067
+1,415
+21% +$50.9K ﹤0.01% 3391
2022
Q1 		$273K Sell
6,652
-2,242
-25% -$80.4K ﹤0.01% 3502
2021
Q4 		$318K Buy
8,894
+2,442
+38% +$90K ﹤0.01% 3375
2021
Q3 		$238K Buy
6,452
+735
+13% +$28.5K ﹤0.01% 3419
2021
Q2 		$221K Buy
+5,717
New +$226K ﹤0.01% 3442

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return