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 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 $74.2B AUM 0.68% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

State of Wisconsin Investment Board

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return