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 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 $74.2B AUM 0.68% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

State of Wisconsin Investment Board

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return