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Global Retirement Partners’s Brookfield Renewable BEP Stock Holding History

Global Retirement Partners’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 		$77.8K Buy
+2,240
New +$77.8K ﹤0.01% 2233
2025
Q4 		$59.5K Buy
2,207
+1,633
+284% +$46.4K ﹤0.01% 2252
2025
Q3 		$14.8K Hold
574
– – ﹤0.01% 2529
2025
Q2 		$14.7K Buy
+574
New +$13.5K ﹤0.01% 2427
2024
Q4 		$13.1K Hold
576
– – ﹤0.01% 2290
2024
Q3 		$16.2K Sell
576
-420
-42% -$10.6K ﹤0.01% 2090
2024
Q2 		$24.7K Buy
996
+994
+49,700% +$24.7K ﹤0.01% 1877
2024
Q1 		$46 Buy
+2
New +$49 ﹤0.01% 3333
2023
Q3 		– Sell
-580
Closed -$17.1K – 3255
2023
Q2 		$17.1K Buy
580
+350
+152% +$10.8K ﹤0.01% 1743
2023
Q1 		$6.85K Buy
+230
New +$6.49K ﹤0.01% 2061
2021
Q1 		– Sell
-82
Closed -$4K – 1781
2020
Q4 		$4K Buy
+82
New +$3.14K ﹤0.01% 1475

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

Global Retirement Partners's BEP Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Brookfield Renewable (BEP) in Q2 2026: 2,240 shares worth $77.8K. The stake represents ﹤0.01% of the portfolio and ranks #2233 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BEP as recently as Q4 2025.

Global Retirement Partners first reported a position in BEP in Q4 2020 and has held it in 11 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Global Retirement Partners held 2,240 shares of Brookfield Renewable worth $77.8K as of Q2 2026.
  • Brookfield Renewable was a new Global Retirement Partners position in Q2 2026.
  • Brookfield Renewable made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2233 holding.
  • Global Retirement Partners first reported a position in Brookfield Renewable in Q4 2020 and has held it in 11 quarters since.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.