Farther Finance Advisors’s Brookfield Renewable BEP Stock Holding History

Farther Finance 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 Q2	$1.49K	Hold	43	–	–	﹤0.01%	5260
2026 Q1	$1.42K	Buy	+43	New	+$1.3K	﹤0.01%	5014
2025 Q4	–	Sell	-220	Closed	-$5.67K	–	5468
2025 Q3	$5.67K	Buy	+220	New	+$5.67K	﹤0.01%	3708
2025 Q2	–	Sell	-43	Closed	-$968	–	4510
2025 Q1	$968	Hold	43	–	–	﹤0.01%	3625
2024 Q4	$980	Hold	43	–	–	﹤0.01%	3255
2024 Q3	$1.21K	Hold	43	–	–	﹤0.01%	3177
2024 Q2	$1.05K	Hold	43	–	–	﹤0.01%	3061
2024 Q1	$994	Sell	43 -45	-51%	-$1.09K	﹤0.01%	2775
2023 Q4	$2.31K	Hold	88	–	–	﹤0.01%	2374
2023 Q3	$1.91K	Hold	88	–	–	﹤0.01%	1873
2023 Q2	$2.6K	Hold	88	–	–	﹤0.01%	1665
2023 Q1	$2.77K	Buy	88 +45	+105%	+$1.27K	﹤0.01%	1525
2022 Q4	$1.09K	Buy	+43	New	+$1.23K	﹤0.01%	1629

Other funds holding BEP

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

RAM

Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Nightview Capital Austin, Texas $134M AUM 27.27% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

CIEC

Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Farther Finance Advisors's BEP Position: Q2 2026 in Review

Farther Finance Advisors held its Brookfield Renewable (BEP) position steady in Q2 2026 at 43 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #5260.

Farther Finance Advisors first reported a position in BEP in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.67K in Q3 2025. 59 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Farther Finance Advisors held 43 shares of Brookfield Renewable worth $1.49K as of Q2 2026.
Farther Finance Advisors left its Brookfield Renewable share count unchanged in Q2 2026.
Brookfield Renewable made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5260 holding.
Farther Finance Advisors first reported a position in Brookfield Renewable in Q4 2022 and has held it in 13 quarters since.
Farther Finance Advisors's Brookfield Renewable position peaked at $5.67K in Q3 2025.
59 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.