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 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 $74.2B AUM 0.68% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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 $245B AUM 31.4% 1-Year Est. Return

Fidelity International

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)

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

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

CIBC Asset Management

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

TD Asset Management

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