LM
BEP icon

Lincluden Management’s Brookfield Renewable BEP Stock Holding History

Lincluden 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
Q1 		$19M Sell
572,389
-2,886
-0.5% -$87K 2.02% 19
2025
Q4 		$21.3M Sell
575,275
-26,069
-4% -$741K 1.81% 18
2025
Q3 		$15.4M Sell
601,344
-62,108
-9% -$1.6M 1.72% 17
2025
Q2 		$16.9M Sell
663,452
-18,457
-3% -$434K 1.87% 18
2025
Q1 		$15.1M Sell
681,909
-4,855
-0.7% -$108K 1.92% 16
2024
Q4 		$15.6M Buy
686,764
+30,513
+5% +$779K 1.89% 16
2024
Q3 		$18.5M Sell
656,251
-25,348
-4% -$638K 2.02% 15
2024
Q2 		$16.9M Sell
681,599
-2,782
-0.4% -$69.3K 2.05% 16
2024
Q1 		$15.9M Buy
684,381
+680,794
+18,979% +$16.5M 1.89% 15
2023
Q4 		$94K Buy
+3,587
New +$84.9K 0.01% 74
2022
Q2 		– Sell
-38,700
Closed -$1.59M – 72
2022
Q1 		$1.59M Hold
38,700
– – 0.14% 66
2021
Q4 		$1.39M Hold
38,700
– – 0.13% 68
2021
Q3 		$1.43M Hold
38,700
– – 0.14% 67
2021
Q2 		$1.5M Buy
+38,700
New +$1.53M 0.14% 72

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
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