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Estate Planners Group’s Brookfield Renewable BEP Stock Holding History

Estate Planners Group’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 		– Sell
-100
Closed -$2.7K – 112
2025
Q4 		$2.7K Buy
+100
New +$2.84K ﹤0.01% 388

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
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 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

Estate Planners Group's BEP Position: Q1 2026 in Review

Estate Planners Group sold out of Brookfield Renewable (BEP) in Q1 2026, closing a stake of 100 shares — an estimated $2.7K sold.

Estate Planners Group first reported a position in BEP in Q4 2025 and held it in 1 quarter. The position peaked at $2.7K in Q4 2025. 256 funds tracked by Wall St. Rank hold BEP as of Q1 2026.

  • Estate Planners Group reported no remaining Brookfield Renewable position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 100 Brookfield Renewable shares in Q1 2026, an estimated $2.7K.
  • Estate Planners Group first reported a position in Brookfield Renewable in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Brookfield Renewable position peaked at $2.7K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.