HWM
BEP icon

HB Wealth Management’s Brookfield Renewable BEP Stock Holding History

HB 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
Q2 		$1.32M Hold
37,975
– – 0.01% 625
2026
Q1 		$1.24M Hold
37,975
– – 0.01% 589
2025
Q4 		$1.02M Hold
37,975
– – 0.01% 614
2025
Q3 		$979K Buy
+37,975
New +$978K 0.01% 613
2025
Q2 		– Sell
-37,975
Closed -$842K – 1178
2025
Q1 		$842K Hold
37,975
– – 0.01% 589
2024
Q4 		$865K Hold
37,975
– – 0.01% 442
2024
Q3 		$1.07M Hold
37,975
– – 0.01% 383
2024
Q2 		$941K Buy
+37,975
New +$945K 0.01% 380

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

HB Wealth Management's BEP Position: Q2 2026 in Review

HB Wealth Management held its Brookfield Renewable (BEP) position steady in Q2 2026 at 37,975 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #625.

HB Wealth Management first reported a position in BEP in Q2 2024 and has held it in 8 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • HB Wealth Management held 37,975 shares of Brookfield Renewable worth $1.32M as of Q2 2026.
  • HB Wealth Management left its Brookfield Renewable share count unchanged in Q2 2026.
  • Brookfield Renewable made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #625 holding.
  • HB Wealth Management first reported a position in Brookfield Renewable in Q2 2024 and has held it in 8 quarters since.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.