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Heritage Wealth Advisors’s Brookfield Renewable BEP Stock Holding History

Heritage Wealth Advisors’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 		$12.3K Hold
354
– – ﹤0.01% 500
2026
Q1 		$11.6K Hold
354
– – ﹤0.01% 503
2025
Q4 		$9.55K Hold
354
– – ﹤0.01% 459
2025
Q3 		$9.13K Buy
354
+285
+413% +$7.34K ﹤0.01% 434
2025
Q2 		$1.76K Buy
69
+50
+263% +$1.18K ﹤0.01% 520
2025
Q1 		$421 Hold
19
– – ﹤0.01% 547
2024
Q4 		$433 Hold
19
– – ﹤0.01% 600
2024
Q3 		$535 Hold
19
– – ﹤0.01% 588
2024
Q2 		$471 Hold
19
– – ﹤0.01% 497
2024
Q1 		$441 Hold
19
– – ﹤0.01% 521
2023
Q4 		$499 Sell
19
-1,274
-99% -$30.2K ﹤0.01% 527
2023
Q3 		$28.1K Hold
1,293
– – ﹤0.01% 355
2023
Q2 		$38.1K Hold
1,293
– – ﹤0.01% 348
2023
Q1 		$40.7K Sell
1,293
-1,275
-50% -$36K ﹤0.01% 340
2022
Q4 		$65.1K Hold
2,568
– – ﹤0.01% 291
2022
Q3 		$80.4K Hold
2,568
– – 0.01% 264
2022
Q2 		$89K Hold
2,568
– – 0.01% 270
2022
Q1 		$105K Hold
2,568
– – 0.01% 249
2021
Q4 		$92K Hold
2,568
– – 0.01% 272
2021
Q3 		$94.8K Hold
2,568
– – 0.01% 258
2021
Q2 		$99K Hold
2,568
– – 0.01% 258
2021
Q1 		$109K Hold
2,568
– – 0.01% 256
2020
Q4 		$111K Sell
2,568
-2
-0.1% -$77 0.01% 249
2020
Q3 		$90K Sell
2,570
-639
-20% -$18.9K 0.01% 213
2020
Q2 		$81.9K Hold
3,209
– – 0.01% 220
2020
Q1 		$72.7K Hold
3,209
– – 0.01% 222
2019
Q4 		$79.7K Buy
3,209
+3,200
+35,556% +$75.5K 0.01% 258
2019
Q3 		$0 Hold
9
– – ﹤0.01% 433
2019
Q2 		$173 Buy
+9
New +$155 ﹤0.01% 441

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

Heritage Wealth Advisors's BEP Position: Q2 2026 in Review

Heritage Wealth Advisors held its Brookfield Renewable (BEP) position steady in Q2 2026 at 354 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Heritage Wealth Advisors first reported a position in BEP in Q2 2019 and has held it in 29 quarters since. The position peaked at $111K in Q4 2020. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Heritage Wealth Advisors held 354 shares of Brookfield Renewable worth $12.3K as of Q2 2026.
  • Heritage Wealth Advisors left its Brookfield Renewable share count unchanged in Q2 2026.
  • Brookfield Renewable made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #500 holding.
  • Heritage Wealth Advisors first reported a position in Brookfield Renewable in Q2 2019 and has held it in 29 quarters since.
  • Heritage Wealth Advisors's Brookfield Renewable position peaked at $111K in Q4 2020.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.