J.W. Cole Advisors’s Brookfield Renewable BEP Stock Holding History

J.W. Cole 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	$241K	Sell	6,938 -508	-7%	-$17.6K	﹤0.01%	1398
2026 Q1	$243K	Sell	7,446 -337	-4%	-$10.2K	0.01%	695
2025 Q4	$208K	Buy	+7,783	New	+$221K	0.01%	1289
2025 Q3	–	Sell	-9,528	Closed	-$243K	–	1548
2025 Q2	$243K	Buy	9,528 +179	+2%	+$4.21K	0.01%	1255
2025 Q1	$207K	Buy	+9,349	New	+$209K	0.01%	1142
2020 Q4	–	Sell	-9,602	Closed	-$336K	–	655
2020 Q3	$336K	Buy	+9,602	New	+$284K	0.03%	506

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

J.W. Cole Advisors's BEP Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Brookfield Renewable (BEP) stake by 6.8% in Q2 2026, selling an estimated $17.6K and leaving 6,938 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

J.W. Cole Advisors first reported a position in BEP in Q3 2020 and has held it in 6 quarters since. The position peaked at $336K in Q3 2020. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

J.W. Cole Advisors held 6,938 shares of Brookfield Renewable worth $241K as of Q2 2026.
J.W. Cole Advisors sold 508 Brookfield Renewable shares in Q2 2026, an estimated $17.6K.
Brookfield Renewable made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1398 holding.
J.W. Cole Advisors first reported a position in Brookfield Renewable in Q3 2020 and has held it in 6 quarters since.
J.W. Cole Advisors's Brookfield Renewable position peaked at $336K in Q3 2020.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.