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 Q2	$444K	Hold	12,775	–	–	0.02%	515
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 $77B AUM 10.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Insigneo Advisory Services's BEP Position: Q2 2026 in Review

Insigneo Advisory Services held its Brookfield Renewable (BEP) position steady in Q2 2026 at 12,775 shares worth $444K. The position accounts for 0.02% of the portfolio, ranked #515.

Insigneo Advisory Services first reported a position in BEP in Q1 2024 and has held it in 10 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Insigneo Advisory Services held 12,775 shares of Brookfield Renewable worth $444K as of Q2 2026.
Insigneo Advisory Services left its Brookfield Renewable share count unchanged in Q2 2026.
Brookfield Renewable made up 0.02% of Insigneo Advisory Services's portfolio in Q2 2026, its #515 holding.
Insigneo Advisory Services first reported a position in Brookfield Renewable in Q1 2024 and has held it in 10 quarters since.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.