Fiduciary Trust’s Brookfield Renewable BEP Stock Holding History

Fiduciary Trust’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	$200K	Buy	+5,760	New	+$200K	﹤0.01%	880
2025 Q1	–	Sell	-17,667	Closed	-$403K	–	819
2024 Q4	$403K	Hold	17,667	–	–	0.01%	508
2024 Q3	$498K	Hold	17,667	–	–	0.01%	472
2024 Q2	$438K	Hold	17,667	–	–	0.01%	471
2024 Q1	$410K	Buy	17,667 +3,080	+21%	+$74.8K	0.01%	490
2023 Q4	$383K	Buy	14,587 +2,680	+23%	+$63.5K	0.01%	499
2023 Q3	$259K	Hold	11,907	–	–	﹤0.01%	556
2023 Q2	$351K	Hold	11,907	–	–	0.01%	515
2023 Q1	$375K	Hold	11,907	–	–	0.01%	496
2022 Q4	$302K	Hold	11,907	–	–	0.01%	534
2022 Q3	$373K	Hold	11,907	–	–	0.01%	484
2022 Q2	$414K	Hold	11,907	–	–	0.01%	480
2022 Q1	$489K	Hold	11,907	–	–	0.01%	474
2021 Q4	$426K	Hold	11,907	–	–	0.01%	498
2021 Q3	$439K	Hold	11,907	–	–	0.01%	489
2021 Q2	$459K	Hold	11,907	–	–	0.01%	477
2021 Q1	$507K	Hold	11,907	–	–	0.01%	449
2020 Q4	$514K	Hold	11,907	–	–	0.01%	427
2020 Q3	$417K	Sell	11,907 -2,989	-20%	-$88.3K	0.01%	426
2020 Q2	$380K	Buy	+14,896	New	+$374K	0.01%	423

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

Fiduciary Trust's BEP Position: Q2 2026 in Review

Fiduciary Trust opened a new position in Brookfield Renewable (BEP) in Q2 2026: 5,760 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #880 among its holdings. This is a return to the name: Fiduciary Trust previously reported a position in BEP as recently as Q4 2024.

Fiduciary Trust first reported a position in BEP in Q2 2020 and has held it in 20 quarters since. The position peaked at $514K in Q4 2020. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Fiduciary Trust held 5,760 shares of Brookfield Renewable worth $200K as of Q2 2026.
Brookfield Renewable was a new Fiduciary Trust position in Q2 2026.
Brookfield Renewable made up ﹤0.01% of Fiduciary Trust's portfolio in Q2 2026, its #880 holding.
Fiduciary Trust first reported a position in Brookfield Renewable in Q2 2020 and has held it in 20 quarters since.
Fiduciary Trust's Brookfield Renewable position peaked at $514K in Q4 2020.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.