Janney Montgomery Scott
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Janney Montgomery Scott’s Brookfield Renewable BEP Stock Holding History

Janney Montgomery Scott’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 		$260K Buy
+7,476
New +$260K ﹤0.01% 2835
2024
Q1 		– Sell
-12,722
Closed -$334K – 2727
2023
Q4 		$334K Buy
12,722
+56
+0.4% +$1.33K ﹤0.01% 2150
2023
Q3 		$275K Sell
12,666
-10,049
-44% -$271K ﹤0.01% 2184
2023
Q2 		$670K Sell
22,715
-700
-3% -$21.5K ﹤0.01% 1653
2023
Q1 		$738K Sell
23,415
-420
-2% -$11.8K ﹤0.01% 1505
2022
Q4 		$604K Sell
23,835
-34
-0.1% -$971 ﹤0.01% 1651
2022
Q3 		$747K Sell
23,869
-650
-3% -$24K ﹤0.01% 1452
2022
Q2 		$847K Sell
24,519
-1,375
-5% -$49.5K ﹤0.01% 1327
2022
Q1 		$1.06M Buy
25,894
+2,675
+12% +$95.9K ﹤0.01% 1216
2021
Q4 		$831K Sell
23,219
-281
-1% -$10.4K ﹤0.01% 1434
2021
Q3 		$867K Sell
23,500
-524
-2% -$20.4K ﹤0.01% 1357
2021
Q2 		$927K Sell
24,024
-5,650
-19% -$224K ﹤0.01% 1307
2021
Q1 		$1.26M Buy
29,674
+1,950
+7% +$86.3K 0.01% 1088
2020
Q4 		$1.2M Buy
27,724
+2,857
+11% +$110K 0.01% 1089
2020
Q3 		$871K Sell
24,867
-6,709
-21% -$198K 0.01% 1150
2020
Q2 		$806K Buy
31,576
+2,950
+10% +$74.1K 0.01% 1142
2020
Q1 		$648K Sell
28,626
-1,120
-4% -$28.4K 0.01% 1110
2019
Q4 		$739K Buy
29,746
+3,910
+15% +$92.3K ﹤0.01% 1232
2019
Q3 		$559K Buy
25,836
+13,254
+105% +$259K ﹤0.01% 1328
2019
Q2 		$232K Buy
12,582
+297
+2% +$5.13K ﹤0.01% 1814
2019
Q1 		$209K Buy
+12,285
New +$194K ﹤0.01% 1845

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Janney Montgomery Scott's BEP Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in Brookfield Renewable (BEP) in Q2 2026: 7,476 shares worth $260K. The stake represents ﹤0.01% of the portfolio and ranks #2835 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in BEP as recently as Q4 2023.

Janney Montgomery Scott first reported a position in BEP in Q1 2019 and has held it in 21 quarters since. The position peaked at $1.26M in Q1 2021. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Janney Montgomery Scott held 7,476 shares of Brookfield Renewable worth $260K as of Q2 2026.
  • Brookfield Renewable was a new Janney Montgomery Scott position in Q2 2026.
  • Brookfield Renewable made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2835 holding.
  • Janney Montgomery Scott first reported a position in Brookfield Renewable in Q1 2019 and has held it in 21 quarters since.
  • Janney Montgomery Scott's Brookfield Renewable position peaked at $1.26M in Q1 2021.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.