Institute for Wealth Management’s Brookfield Renewable BEP Stock Holding History

Institute for Wealth 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	$1.74K	Buy	+50	New	+$1.74K	﹤0.01%	1607

Other funds holding BEP

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Institute for Wealth Management's BEP Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Brookfield Renewable (BEP) in Q2 2026: 50 shares worth $1.74K. The stake represents ﹤0.01% of the portfolio and ranks #1607 among its holdings.

130 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Institute for Wealth Management held 50 shares of Brookfield Renewable worth $1.74K as of Q2 2026.
Brookfield Renewable was a new Institute for Wealth Management position in Q2 2026.
Brookfield Renewable made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1607 holding.
130 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.