Janney Montgomery Scott
BEP icon

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
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 $74.2B AUM 0.68% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16.9B AUM 31.69% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return