Evanson Asset Management’s Brookfield Renewable BEP Stock Holding History

Evanson 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
2025 Q1	–	Sell	-12,326	Closed	-$281K	–	311
2024 Q4	$281K	Hold	12,326	–	–	0.02%	250
2024 Q3	$347K	Hold	12,326	–	–	0.02%	223
2024 Q2	$305K	Sell	12,326 -6,797	-36%	-$169K	0.02%	229
2024 Q1	$444K	Buy	19,123 +4,375	+30%	+$106K	0.03%	197
2023 Q4	$388K	Hold	14,748	–	–	0.03%	207
2023 Q3	$321K	Buy	+14,748	New	+$397K	0.03%	211
2020 Q3	–	Sell	-19,501	Closed	-$498K	–	248
2020 Q2	$498K	Buy	19,501 +695	+4%	+$17.5K	0.1%	119
2020 Q1	$426K	Sell	18,806 -3,740	-17%	-$94.7K	0.1%	121
2019 Q4	$560K	Hold	22,546	–	–	0.11%	109
2019 Q3	$488K	Buy	22,546 +2,531	+13%	+$49.5K	0.1%	119
2019 Q2	$369K	Buy	20,015 +229	+1%	+$3.95K	0.07%	157
2019 Q1	$337K	Buy	+19,786	New	+$312K	0.07%	163

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Evanson Asset Management's BEP Position: Q1 2025 in Review

Evanson Asset Management sold out of Brookfield Renewable (BEP) in Q1 2025, closing a stake of 12,326 shares — an estimated $281K sold.

Evanson Asset Management first reported a position in BEP in Q1 2019 and held it in 12 quarters. The position peaked at $560K in Q4 2019. 214 funds tracked by Wall St. Rank hold BEP as of Q1 2025.

Evanson Asset Management reported no remaining Brookfield Renewable position as of Q1 2025 after selling out during the quarter.
Evanson Asset Management sold 12,326 Brookfield Renewable shares in Q1 2025, an estimated $281K.
Evanson Asset Management first reported a position in Brookfield Renewable in Q1 2019 and held it in 12 quarters.
Evanson Asset Management's Brookfield Renewable position peaked at $560K in Q4 2019.
214 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2025.

Based on Evanson Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.