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 Q2	$20.8M	Sell	422,025 -150,364	-26%	-$5.22M	2.04%	18
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

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

Lincluden Management's BEP Position: Q2 2026 in Review

Lincluden Management reduced its Brookfield Renewable (BEP) stake by 26% in Q2 2026, selling an estimated $5.22M and leaving 422,025 shares worth $20.8M. The position accounts for 2.04% of the portfolio, ranked #18.

Lincluden Management first reported a position in BEP in Q2 2021 and has held it in 15 quarters since. The position peaked at $21.3M in Q4 2025. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Lincluden Management held 422,025 shares of Brookfield Renewable worth $20.8M as of Q2 2026.
Lincluden Management sold 150,364 Brookfield Renewable shares in Q2 2026, an estimated $5.22M.
Brookfield Renewable made up 2.04% of Lincluden Management's portfolio in Q2 2026, its #18 holding.
Lincluden Management first reported a position in Brookfield Renewable in Q2 2021 and has held it in 15 quarters since.
Lincluden Management's Brookfield Renewable position peaked at $21.3M in Q4 2025.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Lincluden Management's 13F filing for Q2 2026, filed 24 Jul 2026.