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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
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 – 1806
2023
Q3 		$8.63K Buy
+397
New +$10.7K ﹤0.01% 1042

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Bank of Montreal
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Fidelity International
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Morgan Stanley
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Connor, Clark & Lunn Investment Management (CC&L)
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State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return