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 $74.2B AUM 0.68% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return