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 Q3	$2.12K	Buy	75 +32	+74%	+$1.02K	﹤0.01%	5381
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

OGC

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

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FCT

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Farther Finance Advisors's BEP Position: Q3 2026 in Review

Farther Finance Advisors increased its Brookfield Renewable (BEP) stake by 74% in Q3 2026, buying an estimated $1.02K and bringing the position to 75 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #5381.

Farther Finance Advisors first reported a position in BEP in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.67K in Q3 2025. 8 funds tracked by Wall St. Rank hold BEP as of Q3 2026.

Farther Finance Advisors held 75 shares of Brookfield Renewable worth $2.12K as of Q3 2026.
Farther Finance Advisors bought 32 Brookfield Renewable shares in Q3 2026, an estimated $1.02K.
Brookfield Renewable made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5381 holding.
Farther Finance Advisors first reported a position in Brookfield Renewable in Q4 2022 and has held it in 14 quarters since.
Farther Finance Advisors's Brookfield Renewable position peaked at $5.67K in Q3 2025.
8 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.