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EPIQ Partners’s Brookfield Renewable BEP Stock Holding History

EPIQ Partners’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 		$3.13M Sell
90,149
-2,308
-2% -$80.2K 1.33% 23
2026
Q1 		$3.02M Sell
92,457
-2,753
-3% -$83K 1.41% 24
2025
Q4 		$2.57M Sell
95,210
-27,992
-23% -$796K 1.2% 27
2025
Q3 		$3.18M Sell
123,202
-1,103
-0.9% -$28.4K 1.5% 23
2025
Q2 		$3.17M Sell
124,305
-3,623
-3% -$85.2K 1.62% 20
2025
Q1 		$2.83M Buy
127,928
+22,700
+22% +$507K 1.5% 25
2024
Q4 		$2.4M Buy
105,228
+1,500
+1% +$38.3K 1.3% 25
2024
Q3 		$2.92M Buy
103,728
+33,000
+47% +$830K 1.62% 24
2024
Q2 		$1.75M Sell
70,728
-2,400
-3% -$59.7K 1.19% 28
2024
Q1 		$1.7M Buy
73,128
+7,500
+11% +$182K 1.13% 28
2023
Q4 		$1.72M Buy
65,628
+3,470
+6% +$82.2K 1.24% 29
2023
Q3 		$1.35M Buy
62,158
+4,500
+8% +$121K 1.02% 32
2023
Q2 		$1.7M Sell
57,658
-260
-0.4% -$8K 1.15% 31
2023
Q1 		$1.82M Buy
57,918
+1,880
+3% +$53K 1.26% 30
2022
Q4 		$1.42M Buy
56,038
+4,503
+9% +$129K 0.95% 37
2022
Q3 		$1.61M Buy
51,535
+4,000
+8% +$148K 1% 38
2022
Q2 		$1.65M Hold
47,535
– – 1.01% 38
2022
Q1 		$1.95M Hold
47,535
– – 1.05% 38
2021
Q4 		$1.7M Sell
47,535
-4,500
-9% -$166K 0.91% 40
2021
Q3 		$1.92M Buy
52,035
+100
+0.2% +$3.88K 0.89% 43
2021
Q2 		$2M Sell
51,935
-7,250
-12% -$287K 1% 36
2021
Q1 		$2.52M Buy
59,185
+1,013
+2% +$44.9K 1.44% 30
2020
Q4 		$2.51M Buy
58,172
+4,472
+8% +$171K 1.74% 23
2020
Q3 		$1.91M Sell
53,700
-18,592
-26% -$549K 1.44% 26
2020
Q2 		$1.84M Sell
72,292
-1,408
-2% -$35.4K 1.68% 22
2020
Q1 		$1.67M Sell
73,700
-750
-1% -$19K 1.85% 21
2019
Q4 		$1.85M Buy
+74,450
New +$1.76M 1.88% 22

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

EPIQ Partners's BEP Position: Q2 2026 in Review

EPIQ Partners reduced its Brookfield Renewable (BEP) stake by 2.5% in Q2 2026, selling an estimated $80.2K and leaving 90,149 shares worth $3.13M. The position accounts for 1.33% of the portfolio, ranked #23.

EPIQ Partners first reported a position in BEP in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.18M in Q3 2025. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • EPIQ Partners held 90,149 shares of Brookfield Renewable worth $3.13M as of Q2 2026.
  • EPIQ Partners sold 2,308 Brookfield Renewable shares in Q2 2026, an estimated $80.2K.
  • Brookfield Renewable made up 1.33% of EPIQ Partners's portfolio in Q2 2026, its #23 holding.
  • EPIQ Partners first reported a position in Brookfield Renewable in Q4 2019 and has held it in 27 quarters since.
  • EPIQ Partners's Brookfield Renewable position peaked at $3.18M in Q3 2025.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on EPIQ Partners's 13F filing for Q2 2026, filed 7 Jul 2026.