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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
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 $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

KCM Investment Advisors's BEP Position: Q1 2026 in Review

KCM Investment Advisors opened a new position in Brookfield Renewable (BEP) in Q1 2026: 6,649 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #380 among its holdings. This is a return to the name: KCM Investment Advisors previously reported a position in BEP as recently as Q4 2023.

KCM Investment Advisors first reported a position in BEP in Q2 2020 and has held it in 16 quarters since. The position peaked at $3.49M in Q1 2021. 255 funds tracked by Wall St. Rank hold BEP as of Q1 2026.

  • KCM Investment Advisors held 6,649 shares of Brookfield Renewable worth $217K as of Q1 2026.
  • Brookfield Renewable was a new KCM Investment Advisors position in Q1 2026.
  • Brookfield Renewable made up 0.01% of KCM Investment Advisors's portfolio in Q1 2026, its #380 holding.
  • KCM Investment Advisors first reported a position in Brookfield Renewable in Q2 2020 and has held it in 16 quarters since.
  • KCM Investment Advisors's Brookfield Renewable position peaked at $3.49M in Q1 2021.
  • 255 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.