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IFP Advisors’s Brookfield Renewable BEP Stock Holding History

IFP 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 		$21.6K Hold
621
– – ﹤0.01% 2932
2026
Q1 		$20.3K Buy
621
+230
+59% +$6.93K ﹤0.01% 2770
2025
Q4 		$10.5K Buy
+391
New +$11.1K ﹤0.01% 3041
2023
Q1 		– Sell
-1,809
Closed -$56K – 3450
2022
Q4 		$56K Buy
1,809
+8
+0.4% +$228 ﹤0.01% 2153
2022
Q3 		$56K Buy
1,801
+7
+0.4% +$259 ﹤0.01% 2274
2022
Q2 		$56K Hold
1,794
– – ﹤0.01% 2075
2022
Q1 		$56K Buy
+1,794
New +$64.3K ﹤0.01% 2075
2021
Q1 		– Sell
-768
Closed -$34K – 3011
2020
Q4 		$33K Hold
768
– – ﹤0.01% 1599
2020
Q3 		$27K Buy
768
+391
+104% +$11.6K ﹤0.01% 1515
2020
Q2 		$10K Hold
377
– – ﹤0.01% 1810
2020
Q1 		$9K Buy
+377
New +$9.54K ﹤0.01% 1809
2019
Q4 		– Sell
-1,773
Closed -$38K – 2851
2019
Q3 		$38K Buy
+1,773
New +$34.7K ﹤0.01% 1485
2019
Q1 		$32K Buy
+1,877
New +$29.6K ﹤0.01% 1147
2018
Q3 		– Sell
-418
Closed -$6.86K – 3824
2018
Q2 		$7K Sell
418
-670
-62% -$11K ﹤0.01% 3076
2018
Q1 		$20K Hold
1,088
– – ﹤0.01% 2380
2017
Q4 		$20K Buy
1,088
+459
+73% +$8.29K ﹤0.01% 2416
2017
Q3 		$11K Sell
629
-101
-14% -$1.82K ﹤0.01% 2952
2017
Q2 		$12K Buy
730
+113
+18% +$1.9K ﹤0.01% 2892
2017
Q1 		$10K Buy
617
+22
+4% +$343 ﹤0.01% 2898
2016
Q4 		$9K Buy
595
+6
+1% +$94 ﹤0.01% 2954
2016
Q3 		$10K Buy
589
+7
+1% +$114 ﹤0.01% 2819
2016
Q2 		$9K Sell
582
-1,295
-69% -$20.3K ﹤0.01% 2785
2016
Q1 		$32K Buy
1,877
+1,314
+233% +$18.6K ﹤0.01% 1147
2015
Q4 		$8K Buy
+563
New +$7.75K ﹤0.01% 2679

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

IFP Advisors's BEP Position: Q2 2026 in Review

IFP Advisors held its Brookfield Renewable (BEP) position steady in Q2 2026 at 621 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2932.

IFP Advisors first reported a position in BEP in Q4 2015 and has held it in 24 quarters since. The position peaked at $56K in Q4 2022. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • IFP Advisors held 621 shares of Brookfield Renewable worth $21.6K as of Q2 2026.
  • IFP Advisors left its Brookfield Renewable share count unchanged in Q2 2026.
  • Brookfield Renewable made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2932 holding.
  • IFP Advisors first reported a position in Brookfield Renewable in Q4 2015 and has held it in 24 quarters since.
  • IFP Advisors's Brookfield Renewable position peaked at $56K in Q4 2022.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.