KIA
BEP icon

KCM Investment Advisors’s Brookfield Renewable BEP Stock Holding History

KCM Investment 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 		$231K Hold
6,649
– – 0.01% 382
2026
Q1 		$217K Buy
+6,649
New +$200K 0.01% 380
2024
Q1 		– Sell
-24,919
Closed -$655K – 378
2023
Q4 		$655K Sell
24,919
-1,645
-6% -$39K 0.03% 230
2023
Q3 		$578K Sell
26,564
-1,220
-4% -$32.9K 0.02% 234
2023
Q2 		$819K Sell
27,784
-2,544
-8% -$78.3K 0.03% 221
2023
Q1 		$956K Sell
30,328
-2,479
-8% -$69.9K 0.04% 217
2022
Q4 		$831K Sell
32,807
-1,391
-4% -$39.7K 0.04% 222
2022
Q3 		$1.07M Sell
34,198
-474
-1% -$17.5K 0.05% 191
2022
Q2 		$1.21M Sell
34,672
-1,937
-5% -$69.7K 0.05% 193
2022
Q1 		$1.5M Sell
36,609
-12,948
-26% -$464K 0.06% 189
2021
Q4 		$1.77M Sell
49,557
-34,239
-41% -$1.26M 0.06% 178
2021
Q3 		$3.09M Sell
83,796
-575
-0.7% -$22.3K 0.12% 128
2021
Q2 		$3.25M Buy
84,371
+2,454
+3% +$97.1K 0.13% 120
2021
Q1 		$3.49M Buy
81,917
+5,107
+7% +$226K 0.15% 109
2020
Q4 		$3.31M Buy
76,810
+9,125
+13% +$350K 0.16% 109
2020
Q3 		$2.37M Buy
67,685
+51,755
+325% +$1.53M 0.13% 119
2020
Q2 		$407K Buy
+15,930
New +$400K 0.02% 245

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

KCM Investment Advisors's BEP Position: Q2 2026 in Review

KCM Investment Advisors held its Brookfield Renewable (BEP) position steady in Q2 2026 at 6,649 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #382.

KCM Investment Advisors first reported a position in BEP in Q2 2020 and has held it in 17 quarters since. The position peaked at $3.49M in Q1 2021. 253 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • KCM Investment Advisors held 6,649 shares of Brookfield Renewable worth $231K as of Q2 2026.
  • KCM Investment Advisors left its Brookfield Renewable share count unchanged in Q2 2026.
  • Brookfield Renewable made up 0.01% of KCM Investment Advisors's portfolio in Q2 2026, its #382 holding.
  • KCM Investment Advisors first reported a position in Brookfield Renewable in Q2 2020 and has held it in 17 quarters since.
  • KCM Investment Advisors's Brookfield Renewable position peaked at $3.49M in Q1 2021.
  • 253 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.