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Fort Sheridan Advisors’s Brookfield Renewable BEP Stock Holding History

Fort Sheridan 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 		$2.38M Buy
68,436
+8
+0% +$278 0.26% 74
2026
Q1 		$2.23M Buy
68,428
+9
+0% +$271 0.27% 71
2025
Q4 		$1.85M Buy
68,419
+9
+0% +$256 0.23% 79
2025
Q3 		$1.76M Sell
68,410
-728
-1% -$18.8K 0.23% 77
2025
Q2 		$1.76M Sell
69,138
-5,738
-8% -$135K 0.25% 71
2025
Q1 		$1.66M Sell
74,876
-398
-0.5% -$8.89K 0.25% 72
2024
Q4 		$1.72M Buy
75,274
+416
+0.6% +$10.6K 0.25% 72
2024
Q3 		$2.11M Sell
74,858
-1,018
-1% -$25.6K 0.32% 60
2024
Q2 		$1.88M Buy
75,876
+3,969
+6% +$98.8K 0.3% 61
2024
Q1 		$1.67M Buy
71,907
+1,034
+1% +$25.1K 0.31% 62
2023
Q4 		$1.86M Buy
70,873
+5,781
+9% +$137K 0.37% 51
2023
Q3 		$1.42M Buy
65,092
+4,290
+7% +$116K 0.32% 57
2023
Q2 		$1.79M Buy
60,802
+6,917
+13% +$213K 0.41% 48
2023
Q1 		$1.7M Buy
53,885
+19,276
+56% +$544K 0.43% 46
2022
Q4 		$877K Hold
34,609
– – 0.29% 63
2022
Q3 		$1.08M Buy
34,609
+6,093
+21% +$225K 0.37% 52
2022
Q2 		$992K Buy
28,516
+6,191
+28% +$223K 0.32% 55
2022
Q1 		$917K Sell
22,325
-1,198
-5% -$43K 0.27% 67
2021
Q4 		$842K Hold
23,523
– – 0.24% 71
2021
Q3 		$868K Buy
+23,523
New +$914K 0.28% 63
2021
Q1 		– Sell
-18,138
Closed -$783K – 164
2020
Q4 		$783K Buy
+18,138
New +$695K 0.38% 43
2020
Q1 		– Sell
-20,775
Closed -$516K – 100
2019
Q4 		$516K Buy
+20,775
New +$490K 0.28% 50

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fort Sheridan Advisors's BEP Position: Q2 2026 in Review

Fort Sheridan Advisors increased its Brookfield Renewable (BEP) stake by 0.01% in Q2 2026, buying an estimated $278 and bringing the position to 68,436 shares worth $2.38M. The position accounts for 0.26% of the portfolio, ranked #74.

Fort Sheridan Advisors first reported a position in BEP in Q4 2019 and has held it in 22 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Fort Sheridan Advisors held 68,436 shares of Brookfield Renewable worth $2.38M as of Q2 2026.
  • Fort Sheridan Advisors bought 8 Brookfield Renewable shares in Q2 2026, an estimated $278.
  • Brookfield Renewable made up 0.26% of Fort Sheridan Advisors's portfolio in Q2 2026, its #74 holding.
  • Fort Sheridan Advisors first reported a position in Brookfield Renewable in Q4 2019 and has held it in 22 quarters since.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.