Kestra Advisory Services’s Brookfield Renewable BEP Stock Holding History

Kestra Advisory Services’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	$315K	Buy	9,073 +601	+7%	+$20.9K	﹤0.01%	2717
2026 Q1	$277K	Buy	8,472 +146	+2%	+$4.4K	﹤0.01%	2704
2025 Q4	$225K	Buy	+8,326	New	+$237K	﹤0.01%	2786

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

Kestra Advisory Services's BEP Position: Q2 2026 in Review

Kestra Advisory Services increased its Brookfield Renewable (BEP) stake by 7.1% in Q2 2026, buying an estimated $20.9K and bringing the position to 9,073 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #2717.

Kestra Advisory Services 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.

Kestra Advisory Services held 9,073 shares of Brookfield Renewable worth $315K as of Q2 2026.
Kestra Advisory Services bought 601 Brookfield Renewable shares in Q2 2026, an estimated $20.9K.
Brookfield Renewable made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2717 holding.
Kestra Advisory Services 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 Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.