FFWM
BEP icon

Future Financial Wealth Management’s Brookfield Renewable BEP Stock Holding History

Future Financial Wealth Management’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
2025
Q4 		– Sell
-100
Closed -$2.58K – 148
2025
Q3 		$2.58K Hold
100
– – ﹤0.01% 436
2025
Q2 		$2.55K Hold
100
– – ﹤0.01% 421
2025
Q1 		$2.22K Hold
100
– – ﹤0.01% 416
2024
Q4 		$2.28K Hold
100
– – ﹤0.01% 415
2024
Q3 		$2.82K Buy
+100
New +$2.52K ﹤0.01% 430
2024
Q2 		– Sell
-100
Closed -$2.32K – 144
2024
Q1 		$2.32K Buy
+100
New +$2.43K ﹤0.01% 458

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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Future Financial Wealth Management's BEP Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Brookfield Renewable (BEP) in Q4 2025, closing a stake of 100 shares — an estimated $2.58K sold.

Future Financial Wealth Management first reported a position in BEP in Q1 2024 and held it in 6 quarters. The position peaked at $2.82K in Q3 2024. 242 funds tracked by Wall St. Rank hold BEP as of Q4 2025.

  • Future Financial Wealth Management reported no remaining Brookfield Renewable position as of Q4 2025 after selling out during the quarter.
  • Future Financial Wealth Management sold 100 Brookfield Renewable shares in Q4 2025, an estimated $2.58K.
  • Future Financial Wealth Management first reported a position in Brookfield Renewable in Q1 2024 and held it in 6 quarters.
  • Future Financial Wealth Management's Brookfield Renewable position peaked at $2.82K in Q3 2024.
  • 242 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.