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
Q2 		$281K Sell
8,105
-380
-4% -$13.2K ﹤0.01% 4462
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 $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

Envestnet Asset Management's BEP Position: Q2 2026 in Review

Envestnet Asset Management reduced its Brookfield Renewable (BEP) stake by 4.5% in Q2 2026, selling an estimated $13.2K and leaving 8,105 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #4462.

Envestnet Asset Management first reported a position in BEP in Q2 2021 and has held it in 20 quarters since. The position peaked at $435K in Q1 2023. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Envestnet Asset Management held 8,105 shares of Brookfield Renewable worth $281K as of Q2 2026.
  • Envestnet Asset Management sold 380 Brookfield Renewable shares in Q2 2026, an estimated $13.2K.
  • Brookfield Renewable made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4462 holding.
  • Envestnet Asset Management first reported a position in Brookfield Renewable in Q2 2021 and has held it in 20 quarters since.
  • Envestnet Asset Management's Brookfield Renewable position peaked at $435K in Q1 2023.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.