JFS Wealth Advisors’s Brookfield Renewable BEP Stock Holding History

JFS Wealth 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	$4.72K	Buy	+136	New	+$4.72K	﹤0.01%	1294
2024 Q2	–	Sell	-1,500	Closed	-$34.8K	–	1988
2024 Q1	$34.8K	Hold	1,500	–	–	﹤0.01%	503
2023 Q4	$39.4K	Hold	1,500	–	–	﹤0.01%	448
2023 Q3	$32.6K	Hold	1,500	–	–	﹤0.01%	438
2023 Q2	$44.2K	Hold	1,500	–	–	﹤0.01%	385
2023 Q1	$47.3K	Hold	1,500	–	–	﹤0.01%	380
2022 Q4	$38K	Hold	1,500	–	–	﹤0.01%	406
2022 Q3	$47K	Hold	1,500	–	–	0.01%	386
2022 Q2	$52K	Hold	1,500	–	–	0.01%	391
2022 Q1	$62K	Hold	1,500	–	–	0.01%	374
2021 Q4	$54K	Hold	1,500	–	–	0.01%	405
2021 Q3	$55K	Hold	1,500	–	–	0.01%	405
2021 Q2	$58K	Hold	1,500	–	–	0.01%	259
2021 Q1	$64K	Hold	1,500	–	–	0.01%	227
2020 Q4	$65K	Hold	1,500	–	–	0.01%	222
2020 Q3	$53K	Buy	+1,500	New	+$44.3K	0.01%	228

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

JFS Wealth Advisors's BEP Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Brookfield Renewable (BEP) in Q2 2026: 136 shares worth $4.72K. The stake represents ﹤0.01% of the portfolio and ranks #1294 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in BEP as recently as Q1 2024.

JFS Wealth Advisors first reported a position in BEP in Q3 2020 and has held it in 16 quarters since. The position peaked at $65K in Q4 2020. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

JFS Wealth Advisors held 136 shares of Brookfield Renewable worth $4.72K as of Q2 2026.
Brookfield Renewable was a new JFS Wealth Advisors position in Q2 2026.
Brookfield Renewable made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1294 holding.
JFS Wealth Advisors first reported a position in Brookfield Renewable in Q3 2020 and has held it in 16 quarters since.
JFS Wealth Advisors's Brookfield Renewable position peaked at $65K in Q4 2020.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.