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Kiley Juergens Wealth Management’s Brookfield Renewable BEP Stock Holding History

Kiley Juergens Wealth Management’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 		$208K Buy
+6,000
New +$208K 0.03% 229
2018
Q4 		– Sell
-1,877
Closed -$30K – 98
2018
Q3 		$30K Hold
1,877
– – 0.02% 304
2018
Q2 		$30K Buy
+1,877
New +$30.7K 0.03% 267

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

Kiley Juergens Wealth Management's BEP Position: Q2 2026 in Review

Kiley Juergens Wealth Management opened a new position in Brookfield Renewable (BEP) in Q2 2026: 6,000 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #229 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in BEP as recently as Q3 2018.

Kiley Juergens Wealth Management first reported a position in BEP in Q2 2018 and has held it in 3 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Kiley Juergens Wealth Management held 6,000 shares of Brookfield Renewable worth $208K as of Q2 2026.
  • Brookfield Renewable was a new Kiley Juergens Wealth Management position in Q2 2026.
  • Brookfield Renewable made up 0.03% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #229 holding.
  • Kiley Juergens Wealth Management first reported a position in Brookfield Renewable in Q2 2018 and has held it in 3 quarters since.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.