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Ervin Investment Management’s Brookfield Renewable BEP Stock Holding History

Ervin Investment 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
2025
Q2 		– Sell
-1,642
Closed -$36.4K – 41
2025
Q1 		$36.4K Sell
1,642
-15,558
-90% -$347K 0.02% 38
2024
Q4 		$392K Sell
17,200
-28,964
-63% -$740K 0.25% 32
2024
Q3 		$1.3M Buy
46,164
+199
+0.4% +$5K 0.83% 21
2024
Q2 		$1.14M Buy
45,965
+173
+0.4% +$4.31K 0.79% 21
2024
Q1 		$1.06M Buy
45,792
+1,469
+3% +$35.7K 0.75% 21
2023
Q4 		$1.16M Sell
44,323
-5,772
-12% -$137K 0.89% 20
2023
Q3 		$1.48M Hold
50,095
– – 1.24% 16
2023
Q2 		$1.48M Buy
50,095
+7,066
+16% +$217K 1.19% 18
2023
Q1 		$1.34M Buy
43,029
+262
+0.6% +$7.39K 1.17% 18
2022
Q4 		$1.08M Sell
42,767
-2,445
-5% -$69.8K 0.99% 21
2022
Q3 		$1.42M Buy
45,212
+8,823
+24% +$326K 1.4% 16
2022
Q2 		$1.27M Buy
36,389
+9,419
+35% +$339K 1.17% 19
2022
Q1 		$1.11M Buy
26,970
+1,585
+6% +$56.9K 0.85% 21
2021
Q4 		$909K Buy
+25,385
New +$935K 0.73% 22

Other funds holding BEP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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 $269B AUM 31.4% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Ervin Investment Management's BEP Position: Q2 2025 in Review

Ervin Investment Management sold out of Brookfield Renewable (BEP) in Q2 2025, closing a stake of 1,642 shares — an estimated $36.4K sold.

Ervin Investment Management first reported a position in BEP in Q4 2021 and held it in 14 quarters. The position peaked at $1.48M in Q3 2023. 223 funds tracked by Wall St. Rank hold BEP as of Q2 2025.

  • Ervin Investment Management reported no remaining Brookfield Renewable position as of Q2 2025 after selling out during the quarter.
  • Ervin Investment Management sold 1,642 Brookfield Renewable shares in Q2 2025, an estimated $36.4K.
  • Ervin Investment Management first reported a position in Brookfield Renewable in Q4 2021 and held it in 14 quarters.
  • Ervin Investment Management's Brookfield Renewable position peaked at $1.48M in Q3 2023.
  • 223 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2025.

Based on Ervin Investment Management's 13F filing for Q2 2025, filed 22 Jul 2025.