Evermay Wealth Management
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Evermay Wealth Management’s Brookfield Renewable BEP Stock Holding History

Evermay Wealth 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
Q3 		$59.1K Hold
2,100
– – 0.01% 343
2026
Q2 		$72.9K Hold
2,100
– – 0.01% 310
2026
Q1 		$68.5K Hold
2,100
– – 0.01% 289
2025
Q4 		$56.6K Hold
2,100
– – 0.01% 315
2025
Q3 		$54.2K Hold
2,100
– – 0.01% 322
2025
Q2 		$53.6K Hold
2,100
– – 0.01% 318
2025
Q1 		$46.5K Hold
2,100
– – 0.01% 326
2024
Q4 		$47.9K Hold
2,100
– – 0.01% 326
2024
Q3 		$59.2K Hold
2,100
– – 0.01% 322
2024
Q2 		$52K Hold
2,100
– – 0.01% 341
2024
Q1 		$48.8K Buy
+2,100
New +$51K 0.01% 351
2021
Q3 		– Sell
-74
Closed -$3K – 460
2021
Q2 		$3K Buy
+74
New +$2.93K ﹤0.01% 467

Other funds holding BEP

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Intact Investment Management
Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 1-Year Est. Return

Evermay Wealth Management's BEP Position: Q3 2026 in Review

Evermay Wealth Management held its Brookfield Renewable (BEP) position steady in Q3 2026 at 2,100 shares worth $59.1K. The position accounts for 0.01% of the portfolio, ranked #343.

Evermay Wealth Management first reported a position in BEP in Q2 2021 and has held it in 12 quarters since. The position peaked at $72.9K in Q2 2026. 146 funds tracked by Wall St. Rank hold BEP as of Q3 2026.

  • Evermay Wealth Management held 2,100 shares of Brookfield Renewable worth $59.1K as of Q3 2026.
  • Evermay Wealth Management left its Brookfield Renewable share count unchanged in Q3 2026.
  • Brookfield Renewable made up 0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #343 holding.
  • Evermay Wealth Management first reported a position in Brookfield Renewable in Q2 2021 and has held it in 12 quarters since.
  • Evermay Wealth Management's Brookfield Renewable position peaked at $72.9K in Q2 2026.
  • 146 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.