Frazier Financial Advisors
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Frazier Financial Advisors’s Brookfield Renewable BEP Stock Holding History

Frazier Financial 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 		$1.97K Sell
70
-200
-74% -$6.37K ﹤0.01% 582
2026
Q2 		$9.38K Hold
270
– – ﹤0.01% 407
2026
Q1 		$8.81K Hold
270
– – ﹤0.01% 430
2025
Q4 		$7.28K Hold
270
– – ﹤0.01% 404
2025
Q3 		$6.96K Buy
+270
New +$6.96K ﹤0.01% 408

Other funds holding BEP

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Frazier Financial Advisors's BEP Position: Q3 2026 in Review

Frazier Financial Advisors reduced its Brookfield Renewable (BEP) stake by 74% in Q3 2026, selling an estimated $6.37K and leaving 70 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Frazier Financial Advisors first reported a position in BEP in Q3 2025 and has held it in 5 quarters since. The position peaked at $9.38K in Q2 2026. 169 funds tracked by Wall St. Rank hold BEP as of Q3 2026.

  • Frazier Financial Advisors held 70 shares of Brookfield Renewable worth $1.97K as of Q3 2026.
  • Frazier Financial Advisors sold 200 Brookfield Renewable shares in Q3 2026, an estimated $6.37K.
  • Brookfield Renewable made up ﹤0.01% of Frazier Financial Advisors's portfolio in Q3 2026, its #582 holding.
  • Frazier Financial Advisors first reported a position in Brookfield Renewable in Q3 2025 and has held it in 5 quarters since.
  • Frazier Financial Advisors's Brookfield Renewable position peaked at $9.38K in Q2 2026.
  • 169 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on Frazier Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.