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Kestra Private Wealth Services’s Brookfield Renewable BEP Stock Holding History

Kestra Private Wealth 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
Q1 		– Sell
-7,928
Closed -$214K – 1783
2025
Q4 		$214K Sell
7,928
-566
-7% -$16.1K ﹤0.01% 1568
2025
Q3 		$219K Sell
8,494
-1,083
-11% -$27.9K ﹤0.01% 1523
2025
Q2 		$244K Sell
9,577
-454
-5% -$10.7K ﹤0.01% 1409
2025
Q1 		$222K Buy
+10,031
New +$224K ﹤0.01% 1341

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
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 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

Kestra Private Wealth Services's BEP Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of Brookfield Renewable (BEP) in Q1 2026, closing a stake of 7,928 shares — an estimated $214K sold.

Kestra Private Wealth Services first reported a position in BEP in Q1 2025 and held it in 4 quarters. The position peaked at $244K in Q2 2025. 255 funds tracked by Wall St. Rank hold BEP as of Q1 2026.

  • Kestra Private Wealth Services reported no remaining Brookfield Renewable position as of Q1 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 7,928 Brookfield Renewable shares in Q1 2026, an estimated $214K.
  • Kestra Private Wealth Services first reported a position in Brookfield Renewable in Q1 2025 and held it in 4 quarters.
  • Kestra Private Wealth Services's Brookfield Renewable position peaked at $244K in Q2 2025.
  • 255 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.