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IEQ Capital’s Brookfield Renewable BEP Stock Holding History

IEQ Capital’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
2024
Q4 		– Sell
-8,771
Closed -$247K – 1341
2024
Q3 		$247K Buy
+8,771
New +$221K ﹤0.01% 995
2023
Q2 		– Sell
-6,713
Closed -$212K – 906
2023
Q1 		$212K Buy
+6,713
New +$189K ﹤0.01% 807
2022
Q4 		– Sell
-6,713
Closed -$210K – 827
2022
Q3 		$210K Hold
6,713
– – 0.01% 756
2022
Q2 		$234K Hold
6,713
– – 0.01% 676
2022
Q1 		$276K Hold
6,713
– – 0.01% 659
2021
Q4 		$240K Hold
6,713
– – 0.01% 650
2021
Q3 		$248K Hold
6,713
– – 0.01% 608
2021
Q2 		$259K Hold
6,713
– – 0.01% 515
2021
Q1 		$286K Buy
+6,713
New +$297K 0.01% 371

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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 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 Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

IEQ Capital's BEP Position: Q4 2024 in Review

IEQ Capital sold out of Brookfield Renewable (BEP) in Q4 2024, closing a stake of 8,771 shares — an estimated $247K sold.

IEQ Capital first reported a position in BEP in Q1 2021 and held it in 9 quarters. The position peaked at $286K in Q1 2021. 219 funds tracked by Wall St. Rank hold BEP as of Q4 2024.

  • IEQ Capital reported no remaining Brookfield Renewable position as of Q4 2024 after selling out during the quarter.
  • IEQ Capital sold 8,771 Brookfield Renewable shares in Q4 2024, an estimated $247K.
  • IEQ Capital first reported a position in Brookfield Renewable in Q1 2021 and held it in 9 quarters.
  • IEQ Capital's Brookfield Renewable position peaked at $286K in Q1 2021.
  • 219 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2024.

Based on IEQ Capital's 13F filing for Q4 2024, filed 3 Feb 2025.