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BFC Planning, Inc.’s Brookfield Renewable BEP Stock Holding History

BFC Planning, Inc.’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 		– Sell
-500
Closed -$16.3K – 3434
2026
Q1 		$16.3K Hold
500
– – ﹤0.01% 1803
2025
Q4 		$13.5K Hold
500
– – ﹤0.01% 1934
2025
Q3 		$12.9K Hold
500
– – ﹤0.01% 1781
2025
Q2 		$12.8K Buy
+500
New +$11.8K ﹤0.01% 1691

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

BFC Planning, Inc.'s BEP Position: Q2 2026 in Review

BFC Planning, Inc. sold out of Brookfield Renewable (BEP) in Q2 2026, closing a stake of 500 shares — an estimated $16.3K sold.

BFC Planning, Inc. first reported a position in BEP in Q2 2025 and held it in 4 quarters. The position peaked at $16.3K in Q1 2026. 255 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • BFC Planning, Inc. reported no remaining Brookfield Renewable position as of Q2 2026 after selling out during the quarter.
  • BFC Planning, Inc. sold 500 Brookfield Renewable shares in Q2 2026, an estimated $16.3K.
  • BFC Planning, Inc. first reported a position in Brookfield Renewable in Q2 2025 and held it in 4 quarters.
  • BFC Planning, Inc.'s Brookfield Renewable position peaked at $16.3K in Q1 2026.
  • 255 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.