Liontrust Investment Partners’s Brookfield Renewable BEP Stock Holding History

Liontrust Investment Partners’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	-786,251	Closed	-$21.2M	–	203
2025 Q4	$21.2M	Sell	786,251 -132,851	-14%	-$3.78M	0.31%	73
2025 Q3	$23.7M	Sell	919,102 -28,764	-3%	-$741K	0.35%	67
2025 Q2	$24.2M	Buy	+947,866	New	+$22.3M	0.35%	62
2025 Q1	–	Sell	-1,181,278	Closed	-$26.9M	–	218
2024 Q4	$26.9M	Buy	1,181,278 +581,278	+97%	+$14.8M	0.39%	52
2024 Q3	$14.9M	Hold	600,000	–	–	0.21%	78
2024 Q2	$14.9M	Buy	+600,000	New	+$14.9M	0.21%	78

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

Liontrust Investment Partners's BEP Position: Q1 2026 in Review

Liontrust Investment Partners sold out of Brookfield Renewable (BEP) in Q1 2026, closing a stake of 786,251 shares — an estimated $21.2M sold.

Liontrust Investment Partners first reported a position in BEP in Q2 2024 and held it in 6 quarters. The position peaked at $26.9M in Q4 2024. 255 funds tracked by Wall St. Rank hold BEP as of Q1 2026.

Liontrust Investment Partners reported no remaining Brookfield Renewable position as of Q1 2026 after selling out during the quarter.
Liontrust Investment Partners sold 786,251 Brookfield Renewable shares in Q1 2026, an estimated $21.2M.
Liontrust Investment Partners first reported a position in Brookfield Renewable in Q2 2024 and held it in 6 quarters.
Liontrust Investment Partners's Brookfield Renewable position peaked at $26.9M in Q4 2024.
255 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on Liontrust Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.