Evelyn Partners Investment Management’s Brookfield Renewable BEP Stock Holding History

Evelyn Partners 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
2026 Q1	$976K	Hold	29,898	–	–	0.03%	131
2025 Q4	$808K	Sell	29,898 -3,750	-11%	-$107K	0.02%	141
2025 Q3	$867K	Sell	33,648 -280	-0.8%	-$7.21K	0.02%	139
2025 Q2	$866K	Sell	33,928 -1,190	-3%	-$28K	0.03%	138
2025 Q1	$778K	Sell	35,118 -940	-3%	-$21K	0.03%	137
2024 Q4	$821K	Buy	+36,058	New	+$921K	0.03%	133

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

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

Evelyn Partners Investment Management's BEP Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Brookfield Renewable (BEP) position steady in Q1 2026 at 29,898 shares worth $976K. The position accounts for 0.03% of the portfolio, ranked #131.

Evelyn Partners Investment Management first reported a position in BEP in Q4 2024 and has held it in 6 quarters since. 255 funds tracked by Wall St. Rank hold BEP as of Q1 2026.

Evelyn Partners Investment Management held 29,898 shares of Brookfield Renewable worth $976K as of Q1 2026.
Evelyn Partners Investment Management left its Brookfield Renewable share count unchanged in Q1 2026.
Brookfield Renewable made up 0.03% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #131 holding.
Evelyn Partners Investment Management first reported a position in Brookfield Renewable in Q4 2024 and has held it in 6 quarters since.
255 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.