Financial Perspectives’s Brookfield Renewable BEP Stock Holding History

Financial Perspectives’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	$5.21K	Hold	150	–	–	﹤0.01%	610
2026 Q1	$4.9K	Hold	150	–	–	﹤0.01%	589
2025 Q4	$4.05K	Hold	150	–	–	﹤0.01%	599
2025 Q3	$3.87K	Hold	150	–	–	﹤0.01%	599
2025 Q2	$3.83K	Hold	150	–	–	﹤0.01%	591
2025 Q1	$3.32K	Hold	150	–	–	﹤0.01%	595
2024 Q4	$3.42K	Hold	150	–	–	﹤0.01%	594
2024 Q3	$4.23K	Hold	150	–	–	﹤0.01%	532
2024 Q2	$3.72K	Hold	150	–	–	﹤0.01%	536
2024 Q1	$3.48K	Hold	150	–	–	﹤0.01%	538
2023 Q4	$3.94K	Hold	150	–	–	﹤0.01%	545
2023 Q3	$3.26K	Hold	150	–	–	﹤0.01%	552
2023 Q2	$4.42K	Hold	150	–	–	﹤0.01%	527
2023 Q1	$4.73K	Hold	150	–	–	﹤0.01%	515
2022 Q4	$3.8K	Hold	150	–	–	﹤0.01%	541
2022 Q3	$4.7K	Hold	150	–	–	﹤0.01%	511
2022 Q2	$5.22K	Hold	150	–	–	﹤0.01%	512
2022 Q1	$6.16K	Buy	+150	New	+$5.38K	﹤0.01%	518
2021 Q4	–	Sell	-150	Closed	-$5.54K	–	654
2021 Q3	$5.54K	Buy	+150	New	+$5.83K	﹤0.01%	505

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

Financial Perspectives's BEP Position: Q2 2026 in Review

Financial Perspectives held its Brookfield Renewable (BEP) position steady in Q2 2026 at 150 shares worth $5.21K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Financial Perspectives first reported a position in BEP in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.16K in Q1 2022. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Financial Perspectives held 150 shares of Brookfield Renewable worth $5.21K as of Q2 2026.
Financial Perspectives left its Brookfield Renewable share count unchanged in Q2 2026.
Brookfield Renewable made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #610 holding.
Financial Perspectives first reported a position in Brookfield Renewable in Q3 2021 and has held it in 19 quarters since.
Financial Perspectives's Brookfield Renewable position peaked at $6.16K in Q1 2022.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.