Larson Financial Group’s Brookfield Renewable BEP Stock Holding History

Larson Financial Group’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	$3.47K	Sell	100 -100	-50%	-$3.47K	﹤0.01%	2913
2026 Q1	$6.53K	Hold	200	–	–	﹤0.01%	2471
2025 Q4	$5.39K	Hold	200	–	–	﹤0.01%	2431
2025 Q3	$5.16K	Buy	200 +100	+100%	+$2.58K	﹤0.01%	2343
2025 Q2	$2.55K	Sell	100 -21	-17%	-$494	﹤0.01%	2329
2025 Q1	$2.68K	Buy	+121	New	+$2.7K	﹤0.01%	2077
2023 Q4	–	Sell	-397	Closed	-$8.63K	–	1805
2023 Q3	$8.63K	Buy	+397	New	+$10.7K	﹤0.01%	1042

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

Larson Financial Group's BEP Position: Q2 2026 in Review

Larson Financial Group reduced its Brookfield Renewable (BEP) stake by 50% in Q2 2026, selling an estimated $3.47K and leaving 100 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #2913.

Larson Financial Group first reported a position in BEP in Q3 2023 and has held it in 7 quarters since. The position peaked at $8.63K in Q3 2023. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Larson Financial Group held 100 shares of Brookfield Renewable worth $3.47K as of Q2 2026.
Larson Financial Group sold 100 Brookfield Renewable shares in Q2 2026, an estimated $3.47K.
Brookfield Renewable made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2913 holding.
Larson Financial Group first reported a position in Brookfield Renewable in Q3 2023 and has held it in 7 quarters since.
Larson Financial Group's Brookfield Renewable position peaked at $8.63K in Q3 2023.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.