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Horizon Bancorp’s Brookfield Renewable BEP Stock Holding History

Horizon Bancorp’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
Q1 		– Sell
-716
Closed -$16K – 178
2024
Q4 		$16K Hold
716
– – 0.01% 145
2024
Q3 		$20K Hold
716
– – 0.01% 163
2024
Q2 		$18K Buy
716
+110
+18% +$2.74K 0.01% 172
2024
Q1 		$14K Hold
606
– – 0.01% 183
2023
Q4 		$16K Hold
606
– – 0.01% 183
2023
Q3 		$13K Hold
606
– – 0.01% 183
2023
Q2 		$18K Hold
606
– – 0.01% 162
2023
Q1 		$19K Buy
606
+180
+42% +$5.08K 0.01% 115
2022
Q4 		$11K Buy
+426
New +$12.2K 0.01% 174
2020
Q3 		$13K Buy
+383
New +$11.3K 0.02% 200

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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Horizon Bancorp's BEP Position: Q1 2025 in Review

Horizon Bancorp sold out of Brookfield Renewable (BEP) in Q1 2025, closing a stake of 716 shares — an estimated $16K sold.

Horizon Bancorp first reported a position in BEP in Q3 2020 and held it in 10 quarters. The position peaked at $20K in Q3 2024. 214 funds tracked by Wall St. Rank hold BEP as of Q1 2025.

  • Horizon Bancorp reported no remaining Brookfield Renewable position as of Q1 2025 after selling out during the quarter.
  • Horizon Bancorp sold 716 Brookfield Renewable shares in Q1 2025, an estimated $16K.
  • Horizon Bancorp first reported a position in Brookfield Renewable in Q3 2020 and held it in 10 quarters.
  • Horizon Bancorp's Brookfield Renewable position peaked at $20K in Q3 2024.
  • 214 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2025.

Based on Horizon Bancorp's 13F filing for Q1 2025, filed 23 Apr 2025.