M&R Capital Management’s Brookfield Renewable BEP Stock Holding History

M&R Capital 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
2024 Q3	$1.97K	Buy	+70	New	+$1.76K	﹤0.01%	508
2024 Q1	–	Sell	-208	Closed	-$5.47K	–	558
2023 Q4	$5.47K	Sell	208 -80	-28%	-$1.9K	﹤0.01%	476
2023 Q3	$6.26K	Buy	288 +208	+260%	+$5.6K	﹤0.01%	444
2023 Q2	$2.36K	Buy	80 +15	+23%	+$461	﹤0.01%	523
2023 Q1	$2.05K	Buy	+65	New	+$1.83K	﹤0.01%	514

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

M&R Capital Management's BEP Position: Q3 2024 in Review

M&R Capital Management opened a new position in Brookfield Renewable (BEP) in Q3 2024: 70 shares worth $1.97K. The stake represents ﹤0.01% of the portfolio and ranks #508 among its holdings. This is a return to the name: M&R Capital Management previously reported a position in BEP as recently as Q4 2023.

M&R Capital Management first reported a position in BEP in Q1 2023 and has held it in 5 quarters since. The position peaked at $6.26K in Q3 2023. 219 funds tracked by Wall St. Rank hold BEP as of Q3 2024.

M&R Capital Management held 70 shares of Brookfield Renewable worth $1.97K as of Q3 2024.
Brookfield Renewable was a new M&R Capital Management position in Q3 2024.
Brookfield Renewable made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #508 holding.
M&R Capital Management first reported a position in Brookfield Renewable in Q1 2023 and has held it in 5 quarters since.
M&R Capital Management's Brookfield Renewable position peaked at $6.26K in Q3 2023.
219 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.