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
2026 Q3	$4.72M	Buy	+167,244	New	+$5.33M	0.42%	58
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

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Gold Investment Management Edmonton, Alberta, Canada $358M AUM 35.31% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Guardian Partners's BEP Position: Q3 2026 in Review

Guardian Partners opened a new position in Brookfield Renewable (BEP) in Q3 2026: 167,244 shares worth $4.72M. The stake represents 0.42% of the portfolio and ranks #58 among its holdings. This is a return to the name: Guardian Partners previously reported a position in BEP as recently as Q3 2025.

Guardian Partners first reported a position in BEP in Q4 2024 and has held it in 5 quarters since. 51 funds tracked by Wall St. Rank hold BEP as of Q3 2026.

Guardian Partners held 167,244 shares of Brookfield Renewable worth $4.72M as of Q3 2026.
Brookfield Renewable was a new Guardian Partners position in Q3 2026.
Brookfield Renewable made up 0.42% of Guardian Partners's portfolio in Q3 2026, its #58 holding.
Guardian Partners first reported a position in Brookfield Renewable in Q4 2024 and has held it in 5 quarters since.
51 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.