EverSource Wealth Advisors’s Brookfield Renewable BEP Stock Holding History

EverSource Wealth Advisors’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	$9.15K	Buy	+325	New	+$10.4K	﹤0.01%	2945

Other funds holding BEP

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.43B AUM 31.44% 1-Year Est. Return

EverSource Wealth Advisors's BEP Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in Brookfield Renewable (BEP) in Q3 2026: 325 shares worth $9.15K. The stake represents ﹤0.01% of the portfolio and ranks #2945 among its holdings.

123 funds tracked by Wall St. Rank hold BEP as of Q3 2026.

EverSource Wealth Advisors held 325 shares of Brookfield Renewable worth $9.15K as of Q3 2026.
Brookfield Renewable was a new EverSource Wealth Advisors position in Q3 2026.
Brookfield Renewable made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #2945 holding.
123 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.