JNBA Financial Advisors’s Brookfield Renewable BEP Stock Holding History

JNBA Financial 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	$34.7K	Hold	1,000	–	–	﹤0.01%	366
2026 Q1	$32.6K	Hold	1,000	–	–	﹤0.01%	359
2025 Q4	$27K	Hold	1,000	–	–	﹤0.01%	393
2025 Q3	$25.8K	Hold	1,000	–	–	﹤0.01%	385
2025 Q2	$25.5K	Hold	1,000	–	–	﹤0.01%	364
2025 Q1	$22.2K	Hold	1,000	–	–	﹤0.01%	367
2024 Q4	$22.8K	Hold	1,000	–	–	﹤0.01%	368
2024 Q3	$28.2K	Hold	1,000	–	–	﹤0.01%	351
2024 Q2	$24.8K	Hold	1,000	–	–	﹤0.01%	359
2024 Q1	$23.2K	Hold	1,000	–	–	﹤0.01%	376
2023 Q4	$26.3K	Hold	1,000	–	–	﹤0.01%	361
2023 Q3	$21.7K	Buy	1,000 +250	+33%	+$6.73K	﹤0.01%	375
2023 Q2	$22.1K	Hold	750	–	–	﹤0.01%	378
2023 Q1	$23.6K	Hold	750	–	–	﹤0.01%	372
2022 Q4	$19K	Hold	750	–	–	﹤0.01%	379
2022 Q3	$23K	Hold	750	–	–	﹤0.01%	355
2022 Q2	$26K	Hold	750	–	–	﹤0.01%	358
2022 Q1	$31K	Hold	750	–	–	﹤0.01%	346
2021 Q4	$27K	Hold	750	–	–	﹤0.01%	373
2021 Q3	$28K	Hold	750	–	–	﹤0.01%	365
2021 Q2	$29K	Hold	750	–	–	﹤0.01%	352
2021 Q1	$32K	Hold	750	–	–	﹤0.01%	329
2020 Q4	$32K	Hold	750	–	–	0.01%	304
2020 Q3	$26K	Sell	750 -188	-20%	-$5.55K	0.01%	306
2020 Q2	$24K	Hold	938	–	–	0.01%	306
2020 Q1	$21K	Hold	938	–	–	0.01%	299
2019 Q4	$23K	Hold	938	–	–	﹤0.01%	333
2019 Q3	$20K	Hold	938	–	–	﹤0.01%	333
2019 Q2	$17K	Hold	938	–	–	﹤0.01%	363
2019 Q1	$16K	Hold	938	–	–	﹤0.01%	348
2018 Q4	$13K	Buy	+938	New	+$14K	﹤0.01%	344
2018 Q3	–	Sell	-938	Closed	-$15K	–	499
2018 Q2	$15K	Buy	+938	New	+$15.4K	﹤0.01%	345

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

JNBA Financial Advisors's BEP Position: Q2 2026 in Review

JNBA Financial Advisors held its Brookfield Renewable (BEP) position steady in Q2 2026 at 1,000 shares worth $34.7K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

JNBA Financial Advisors first reported a position in BEP in Q2 2018 and has held it in 32 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

JNBA Financial Advisors held 1,000 shares of Brookfield Renewable worth $34.7K as of Q2 2026.
JNBA Financial Advisors left its Brookfield Renewable share count unchanged in Q2 2026.
Brookfield Renewable made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #366 holding.
JNBA Financial Advisors first reported a position in Brookfield Renewable in Q2 2018 and has held it in 32 quarters since.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.