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Indiana Trust & Investment Management’s Brookfield Renewable BEP Stock Holding History

Indiana Trust & Investment 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 		$222K Hold
6,410
– – 0.06% 176
2026
Q1 		$209K Hold
6,410
– – 0.06% 172
2025
Q4 		$173K Hold
6,410
– – 0.05% 181
2025
Q3 		$165K Hold
6,410
– – 0.05% 193
2025
Q2 		$164K Hold
6,410
– – 0.05% 192
2025
Q1 		$142K Hold
6,410
– – 0.05% 196
2024
Q4 		$146K Hold
6,410
– – 0.05% 193
2024
Q3 		$181K Hold
6,410
– – 0.06% 181
2024
Q2 		$159K Hold
6,410
– – 0.06% 185
2024
Q1 		$149K Hold
6,410
– – 0.06% 184
2023
Q4 		$168K Hold
6,410
– – 0.08% 163
2023
Q3 		$139K Buy
+6,410
New +$173K 0.07% 174

Other funds holding BEP

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NC
Nightview Capital Austin, Texas $134M AUM 27.27% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

Indiana Trust & Investment Management's BEP Position: Q2 2026 in Review

Indiana Trust & Investment Management held its Brookfield Renewable (BEP) position steady in Q2 2026 at 6,410 shares worth $222K. The position accounts for 0.06% of the portfolio, ranked #176.

Indiana Trust & Investment Management first reported a position in BEP in Q3 2023 and has held it in 12 quarters since. 78 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Indiana Trust & Investment Management held 6,410 shares of Brookfield Renewable worth $222K as of Q2 2026.
  • Indiana Trust & Investment Management left its Brookfield Renewable share count unchanged in Q2 2026.
  • Brookfield Renewable made up 0.06% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #176 holding.
  • Indiana Trust & Investment Management first reported a position in Brookfield Renewable in Q3 2023 and has held it in 12 quarters since.
  • 78 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.