Mackenzie Financial’s Brookfield Renewable BEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.21M Buy
67,758
+19,399
+40% +$585K ﹤0.01% 903
2025
Q4
$1.3M Buy
48,359
+1,623
+3% +$46.1K ﹤0.01% 985
2025
Q3
$1.2M Buy
46,736
+10,500
+29% +$270K ﹤0.01% 1016
2025
Q2
$924K Buy
36,236
+4,992
+16% +$117K ﹤0.01% 1030
2025
Q1
$692K Sell
31,244
-154
-0.5% -$3.44K ﹤0.01% 1087
2024
Q4
$714K Sell
31,398
-2,979
-9% -$76.1K ﹤0.01% 1031
2024
Q3
$969K Buy
34,377
+247
+0.7% +$6.21K ﹤0.01% 873
2024
Q2
$845K Sell
34,130
-110,734
-76% -$2.76M ﹤0.01% 895
2024
Q1
$3.37M Sell
144,864
-26,015
-15% -$632K ﹤0.01% 626
2023
Q4
$4.49M Sell
170,879
-5,345
-3% -$127K 0.01% 575
2023
Q3
$3.58M Buy
176,224
+19,083
+12% +$514K 0.01% 601
2023
Q2
$4.63M Buy
157,141
+10,645
+7% +$327K 0.01% 567
2023
Q1
$4.62M Buy
+146,496
New +$4.13M 0.01% 565
2022
Q4
Sell
-924,000
Closed -$28.8M 1446
2022
Q3
$28.8M Buy
924,000
+479,899
+108% +$17.7M 0.05% 271
2022
Q2
$15.4M Buy
444,101
+320,253
+259% +$11.5M 0.02% 371
2022
Q1
$5.09M Buy
123,848
+99,188
+402% +$3.56M 0.01% 575
2021
Q4
$883K Sell
24,660
-2,105
-8% -$77.6K ﹤0.01% 929
2021
Q3
$987K Sell
26,765
-4,100
-13% -$159K ﹤0.01% 916
2021
Q2
$1.19M Sell
30,865
-7,894
-20% -$312K ﹤0.01% 824
2021
Q1
$1.65M Buy
38,759
+11,590
+43% +$513K ﹤0.01% 719
2020
Q4
$1.17M Sell
27,169
-62,975
-70% -$2.41M ﹤0.01% 690
2020
Q3
$3.16M Sell
90,144
-4,439
-5% -$131K 0.01% 473
2020
Q2
$1.92M Buy
94,583
+13,254
+16% +$333K 0.01% 569
2020
Q1
$1.81M Sell
81,329
-313,109
-79% -$7.93M 0.01% 522
2019
Q4
$9.77M Buy
394,438
+126,339
+47% +$2.98M 0.02% 328
2019
Q3
$7.69M Buy
268,099
+25,280
+10% +$494K 0.02% 368
2019
Q2
$4.48M Buy
242,819
+36,967
+18% +$638K 0.01% 464
2019
Q1
$3.5M Hold
205,852
0.01% 635
2018
Q4
$2.84M Sell
205,852
-71,119
-26% -$1.06M 0.01% 638
2018
Q3
$5.78M Sell
276,971
-64,271
-19% -$1.05M 0.01% 465
2018
Q2
$5.46M Buy
341,242
+217,768
+176% +$3.56M 0.01% 435
2018
Q1
$2.64M Sell
123,474
-520,965
-81% -$8.9M 0.01% 527
2017
Q4
$12M Sell
644,439
-400,372
-38% -$7.23M 0.03% 328
2017
Q3
$18.7M Sell
1,044,811
-38,093
-4% -$687K 0.1% 189
2017
Q2
$18.4M Buy
1,082,904
+15,575
+1% +$261K 0.1% 187
2017
Q1
$16.9M Buy
1,067,329
+10,306
+1% +$161K 0.1% 196
2016
Q4
$16.7M Buy
1,057,023
+15,387
+1% +$242K 0.1% 180
2016
Q3
$17.1M Buy
1,041,636
+1,025,025
+6,171% +$16.7M 0.11% 173
2016
Q2
$264K Buy
+16,611
New +$260K ﹤0.01% 848
2015
Q3
Sell
-323,167
Closed -$5.15M 797
2015
Q2
$5.15M Sell
323,167
-3,040
-0.9% -$50.5K 0.03% 304
2015
Q1
$5.49M Buy
326,207
+8,859
+3% +$147K 0.03% 310
2014
Q4
$5.22M Buy
317,348
+14,633
+5% +$239K 0.03% 319
2014
Q3
$4.91M Buy
302,715
+3,941
+1% +$61.8K 0.02% 313
2014
Q2
$4.71M Buy
298,774
+16,361
+6% +$254K 0.02% 332
2014
Q1
$4.39M Buy
282,413
+11,071
+4% +$162K 0.02% 330
2013
Q4
$3.79M Buy
271,342
+5,630
+2% +$79.8K 0.02% 326
2013
Q3
$3.79M Buy
+265,712
New +$3.78M 0.02% 323

Other funds holding BEP