GAMMA Investing’s Brookfield Renewable BEP Stock Holding History

GAMMA Investing’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	$59.1K	Hold	1,703	–	–	﹤0.01%	2186
2026 Q1	$55.6K	Buy	1,703 +579	+52%	+$17.5K	﹤0.01%	2115
2025 Q4	$30.3K	Hold	1,124	–	–	﹤0.01%	2387
2025 Q3	$29K	Sell	1,124 -25	-2%	-$644	﹤0.01%	2329
2025 Q2	$29.3K	Buy	1,149 +291	+34%	+$6.84K	﹤0.01%	2264
2025 Q1	$19K	Buy	858 +555	+183%	+$12.4K	﹤0.01%	2412
2024 Q4	$6.91K	Sell	303 -650	-68%	-$16.6K	﹤0.01%	2775
2024 Q3	$26.9K	Buy	953 +442	+86%	+$11.1K	﹤0.01%	1928
2024 Q2	$12.7K	Sell	511 -212	-29%	-$5.28K	﹤0.01%	2117
2024 Q1	$16.8K	Buy	723 +49	+7%	+$1.19K	﹤0.01%	1764
2023 Q4	$17.5K	Buy	+674	New	+$16K	﹤0.01%	1590

Other funds holding BEP

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return