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K2 Principal Fund’s Brookfield Renewable BEP Stock Holding History

K2 Principal Fund’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 		$2.27M Sell
65,400
-60,400
-48% -$2.1M 0.17% 160
2026
Q1 		$4.11M Sell
125,800
-4,100
-3% -$124K 0.29% 98
2025
Q4 		$3.47M Buy
+129,900
New +$3.69M 0.28% 110

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

K2 Principal Fund's BEP Position: Q2 2026 in Review

K2 Principal Fund reduced its Brookfield Renewable (BEP) stake by 48% in Q2 2026, selling an estimated $2.1M and leaving 65,400 shares worth $2.27M. The position accounts for 0.17% of the portfolio, ranked #160.

K2 Principal Fund first reported a position in BEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.11M in Q1 2026. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • K2 Principal Fund held 65,400 shares of Brookfield Renewable worth $2.27M as of Q2 2026.
  • K2 Principal Fund sold 60,400 Brookfield Renewable shares in Q2 2026, an estimated $2.1M.
  • Brookfield Renewable made up 0.17% of K2 Principal Fund's portfolio in Q2 2026, its #160 holding.
  • K2 Principal Fund first reported a position in Brookfield Renewable in Q4 2025 and has held it in 3 quarters since.
  • K2 Principal Fund's Brookfield Renewable position peaked at $4.11M in Q1 2026.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on K2 Principal Fund's 13F filing for Q2 2026, filed 7 Aug 2026.