Gold Investment Management’s Brookfield Renewable BEP Stock Holding History

Gold Investment 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
2026 Q2	$3.72M	Buy	107,215 +2,425	+2%	+$84.2K	1.01%	36
2026 Q1	$3.41M	Buy	104,790 +2,844	+3%	+$85.7K	1.06%	36
2025 Q4	$2.75M	Buy	101,946 +3,524	+4%	+$100K	0.88%	46
2025 Q3	$2.54M	Buy	98,422 +3,264	+3%	+$84.1K	0.85%	51
2025 Q2	$2.43M	Buy	95,158 +2,810	+3%	+$66.1K	0.91%	48
2025 Q1	$2.05M	Buy	92,348 +11,354	+14%	+$254K	0.86%	50
2024 Q4	$1.84M	Sell	80,994 -147	-0.2%	-$3.75K	0.78%	53
2024 Q3	$2.29M	Buy	81,141 +1,505	+2%	+$37.9K	0.96%	38
2024 Q2	$1.97M	Buy	79,636 +1,610	+2%	+$40.1K	0.83%	46
2024 Q1	$1.81M	Buy	78,026 +2,246	+3%	+$54.6K	0.73%	54
2023 Q4	$1.99M	Buy	+75,780	New	+$1.79M	0.85%	46

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Gold Investment Management's BEP Position: Q2 2026 in Review

Gold Investment Management increased its Brookfield Renewable (BEP) stake by 2.3% in Q2 2026, buying an estimated $84.2K and bringing the position to 107,215 shares worth $3.72M. The position accounts for 1.01% of the portfolio, ranked #36.

Gold Investment Management first reported a position in BEP in Q4 2023 and has held it in 11 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Gold Investment Management held 107,215 shares of Brookfield Renewable worth $3.72M as of Q2 2026.
Gold Investment Management bought 2,425 Brookfield Renewable shares in Q2 2026, an estimated $84.2K.
Brookfield Renewable made up 1.01% of Gold Investment Management's portfolio in Q2 2026, its #36 holding.
Gold Investment Management first reported a position in Brookfield Renewable in Q4 2023 and has held it in 11 quarters since.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Gold Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.