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 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

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

Evermay Wealth Management's BEP Position: Q2 2026 in Review

Evermay Wealth Management held its Brookfield Renewable (BEP) position steady in Q2 2026 at 2,100 shares worth $72.9K. The position accounts for 0.01% of the portfolio, ranked #310.

Evermay Wealth Management first reported a position in BEP in Q2 2021 and has held it in 11 quarters since. 253 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Evermay Wealth Management held 2,100 shares of Brookfield Renewable worth $72.9K as of Q2 2026.
Evermay Wealth Management left its Brookfield Renewable share count unchanged in Q2 2026.
Brookfield Renewable made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #310 holding.
Evermay Wealth Management first reported a position in Brookfield Renewable in Q2 2021 and has held it in 11 quarters since.
253 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.