Lido Advisors
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Lido Advisors’s Brookfield Renewable BEP Stock Holding History

Lido Advisors’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 		$218K Buy
6,281
+21
+0.3% +$729 ﹤0.01% 1922
2026
Q1 		$204K Buy
+6,260
New +$189K ﹤0.01% 1769
2018
Q1 		– Sell
-18,765
Closed -$349K – 401
2017
Q4 		$349K Buy
+18,765
New +$339K 0.05% 203

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

Lido Advisors's BEP Position: Q2 2026 in Review

Lido Advisors increased its Brookfield Renewable (BEP) stake by 0.34% in Q2 2026, buying an estimated $729 and bringing the position to 6,281 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1922.

Lido Advisors first reported a position in BEP in Q4 2017 and has held it in 3 quarters since. The position peaked at $349K in Q4 2017. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Lido Advisors held 6,281 shares of Brookfield Renewable worth $218K as of Q2 2026.
  • Lido Advisors bought 21 Brookfield Renewable shares in Q2 2026, an estimated $729.
  • Brookfield Renewable made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1922 holding.
  • Lido Advisors first reported a position in Brookfield Renewable in Q4 2017 and has held it in 3 quarters since.
  • Lido Advisors's Brookfield Renewable position peaked at $349K in Q4 2017.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.