Insigneo Advisory Services’s Brookfield Renewable BEP Stock Holding History

Insigneo Advisory Services’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 Q1	$417K	Hold	12,775	–	–	0.03%	418
2025 Q4	$345K	Hold	12,775	–	–	0.02%	467
2025 Q3	$329K	Hold	12,775	–	–	0.02%	485
2025 Q2	$326K	Hold	12,775	–	–	0.03%	435
2025 Q1	$283K	Hold	12,775	–	–	0.03%	430
2024 Q4	$291K	Hold	12,775	–	–	0.03%	426
2024 Q3	$360K	Hold	12,775	–	–	0.04%	393
2024 Q2	$298K	Hold	12,775	–	–	0.03%	412
2024 Q1	$297K	Buy	+12,775	New	+$310K	0.04%	385

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

State of Wisconsin Investment Board

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return