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Guardian Partners’s Brookfield Renewable BEP Stock Holding History

Guardian 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
2025
Q4 		– Sell
-64,258
Closed -$1.72M – 206
2025
Q3 		$1.72M Sell
64,258
-867
-1% -$22.3K 0.15% 96
2025
Q2 		$1.7M Buy
65,125
+118
+0.2% +$2.78K 0.15% 99
2025
Q1 		$1.39M Sell
65,007
-1,452
-2% -$32.4K 0.14% 96
2024
Q4 		$1.5M Buy
+66,459
New +$1.7M 0.15% 96

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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Guardian Partners's BEP Position: Q4 2025 in Review

Guardian Partners sold out of Brookfield Renewable (BEP) in Q4 2025, closing a stake of 64,258 shares — an estimated $1.72M sold.

Guardian Partners first reported a position in BEP in Q4 2024 and held it in 4 quarters. The position peaked at $1.72M in Q3 2025. 241 funds tracked by Wall St. Rank hold BEP as of Q4 2025.

  • Guardian Partners reported no remaining Brookfield Renewable position as of Q4 2025 after selling out during the quarter.
  • Guardian Partners sold 64,258 Brookfield Renewable shares in Q4 2025, an estimated $1.72M.
  • Guardian Partners first reported a position in Brookfield Renewable in Q4 2024 and held it in 4 quarters.
  • Guardian Partners's Brookfield Renewable position peaked at $1.72M in Q3 2025.
  • 241 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2025.

Based on Guardian Partners's 13F filing for Q4 2025, filed 17 Feb 2026.