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Kelleher Financial Advisors’s Brookfield Renewable BEP Stock Holding History

Kelleher 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 		$35.2K Buy
1,013
+837
+476% +$29.1K 0.01% 480
2026
Q1 		$4.48K Sell
176
-837
-83% -$25.2K ﹤0.01% 597
2025
Q4 		$27.3K Buy
+1,013
New +$28.8K 0.01% 476
2025
Q3 		– Hold
0
– – – 403

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

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

Kelleher Financial Advisors increased its Brookfield Renewable (BEP) stake by 476% in Q2 2026, buying an estimated $29.1K and bringing the position to 1,013 shares worth $35.2K. The position accounts for 0.01% of the portfolio, ranked #480.

Kelleher Financial Advisors first reported a position in BEP in Q4 2025 and has held it in 3 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Kelleher Financial Advisors held 1,013 shares of Brookfield Renewable worth $35.2K as of Q2 2026.
  • Kelleher Financial Advisors bought 837 Brookfield Renewable shares in Q2 2026, an estimated $29.1K.
  • Brookfield Renewable made up 0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #480 holding.
  • Kelleher Financial Advisors first reported a position in Brookfield Renewable in Q4 2025 and has held it in 3 quarters since.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.