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Golden State Wealth Management’s Brookfield Renewable BEP Stock Holding History

Golden State Wealth 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 		– Hold
0
– – – 1625
2025
Q4 		– Sell
-585
Closed -$16.6K – 1692
2025
Q3 		$15.1K Buy
585
+8
+1% +$206 ﹤0.01% 989
2025
Q2 		$14.7K Buy
577
+8
+1% +$188 ﹤0.01% 965
2025
Q1 		$12.6K Buy
569
+10
+2% +$223 ﹤0.01% 930
2024
Q4 		$12.8K Buy
+559
New +$14.3K ﹤0.01% 898
2020
Q2 		– Sell
-570
Closed -$13K – 261
2020
Q1 		$13K Buy
+570
New +$14.4K 0.01% 567
2019
Q4 		– Sell
-563
Closed -$12K – 131
2019
Q3 		$12K Buy
+563
New +$11K ﹤0.01% 708
2019
Q2 		– Sell
-1,058
Closed -$18K – 1066
2019
Q1 		$18K Buy
+1,058
New +$16.7K 0.01% 646

Other funds holding BEP

BC
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
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