Everett Harris & Co’s Brookfield Renewable BEP Stock Holding History

Everett Harris & Co’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	$1.04M	Hold	30,000	–	–	0.01%	159
2026 Q1	$979K	Hold	30,000	–	–	0.01%	166
2025 Q4	$809K	Hold	30,000	–	–	0.01%	184
2025 Q3	$774K	Sell	30,000 -300	-1%	-$7.73K	0.01%	185
2025 Q2	$773K	Hold	30,300	–	–	0.01%	182
2025 Q1	$671K	Hold	30,300	–	–	0.01%	189
2024 Q4	$691K	Buy	30,300 +13,000	+75%	+$332K	0.01%	172
2024 Q3	$488K	Hold	17,300	–	–	0.01%	191
2024 Q2	$429K	Buy	17,300 +5,000	+41%	+$124K	0.01%	194
2024 Q1	$286K	Buy	+12,300	New	+$299K	﹤0.01%	233

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $115B AUM 41.58% 1-Year Est. Return

Everett Harris & Co's BEP Position: Q2 2026 in Review

Everett Harris & Co held its Brookfield Renewable (BEP) position steady in Q2 2026 at 30,000 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #159.

Everett Harris & Co first reported a position in BEP in Q1 2024 and has held it in 10 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Everett Harris & Co held 30,000 shares of Brookfield Renewable worth $1.04M as of Q2 2026.
Everett Harris & Co left its Brookfield Renewable share count unchanged in Q2 2026.
Brookfield Renewable made up 0.01% of Everett Harris & Co's portfolio in Q2 2026, its #159 holding.
Everett Harris & Co first reported a position in Brookfield Renewable in Q1 2024 and has held it in 10 quarters since.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.