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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return