Laurel Wealth Advisors (North Carolina)’s Brookfield Renewable BEP Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-3	Closed	-$81	–	242
2025 Q4	$81	Buy	+3	New	+$85	﹤0.01%	694
2025 Q2	–	Sell	-3	Closed	-$67	–	241
2025 Q1	$67	Hold	3	–	–	﹤0.01%	688
2024 Q4	$69	Hold	3	–	–	﹤0.01%	723
2024 Q3	$85	Hold	3	–	–	﹤0.01%	687
2024 Q2	$75	Hold	3	–	–	﹤0.01%	638
2024 Q1	$70	Hold	3	–	–	﹤0.01%	628
2023 Q4	$79	Hold	3	–	–	﹤0.01%	568
2023 Q3	$66	Hold	3	–	–	﹤0.01%	583
2023 Q2	$89	Hold	3	–	–	﹤0.01%	574
2023 Q1	$95	Hold	3	–	–	﹤0.01%	575
2022 Q4	$77	Buy	+3	New	+$86	﹤0.01%	558
2022 Q2	–	Sell	-228	Closed	-$9K	–	639
2022 Q1	$9K	Buy	228 +3	+1%	+$108	﹤0.01%	408
2021 Q4	$8K	Hold	225	–	–	﹤0.01%	428
2021 Q3	$8K	Hold	225	–	–	﹤0.01%	422
2021 Q2	$9K	Hold	225	–	–	﹤0.01%	466
2021 Q1	$10K	Hold	225	–	–	﹤0.01%	425
2020 Q4	$10K	Buy	+225	New	+$8.62K	﹤0.01%	413

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

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

Laurel Wealth Advisors (North Carolina)'s BEP Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Brookfield Renewable (BEP) in Q1 2026, closing a stake of 3 shares — an estimated $81 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in BEP in Q4 2020 and held it in 17 quarters. The position peaked at $10K in Q1 2021. 255 funds tracked by Wall St. Rank hold BEP as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Brookfield Renewable position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 3 Brookfield Renewable shares in Q1 2026, an estimated $81.
Laurel Wealth Advisors (North Carolina) first reported a position in Brookfield Renewable in Q4 2020 and held it in 17 quarters.
Laurel Wealth Advisors (North Carolina)'s Brookfield Renewable position peaked at $10K in Q1 2021.
255 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.