MCM
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MAI Capital Management’s Brookfield Renewable BEP Stock Holding History

MAI 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
2026
Q1 		$2.55M Buy
78,112
+8,200
+12% +$247K 0.01% 532
2025
Q4 		$1.89M Buy
69,912
+532
+0.8% +$15.1K 0.01% 572
2025
Q3 		$1.79M Sell
69,380
-2,650
-4% -$68.3K 0.01% 562
2025
Q2 		$1.84M Sell
72,030
-64,073
-47% -$1.51M 0.01% 506
2025
Q1 		$3.02M Buy
136,103
+40,358
+42% +$901K 0.02% 404
2024
Q4 		$2.18M Buy
95,745
+9,062
+10% +$231K 0.02% 470
2024
Q3 		$2.44M Buy
86,683
+64,695
+294% +$1.63M 0.02% 361
2024
Q2 		$545K Sell
21,988
-162
-0.7% -$4.03K 0.01% 778
2024
Q1 		$515K Buy
+22,150
New +$538K 0.01% 789
2016
Q2 		– Sell
-15,143
Closed -$242K – 423
2016
Q1 		$242K Sell
15,143
-11,259
-43% -$159K 0.02% 352
2015
Q4 		$368K Sell
26,402
-215,216
-89% -$2.96M 0.03% 303
2015
Q3 		$3.54M Sell
241,618
-5,496
-2% -$82.1K 0.27% 101
2015
Q2 		$3.91M Buy
247,114
+3,017
+1% +$50.1K 0.26% 105
2015
Q1 		$4.11M Buy
244,097
+7,251
+3% +$120K 0.28% 95
2014
Q4 		$3.9M Buy
236,846
+10,015
+4% +$163K 0.27% 90
2014
Q3 		$3.68M Buy
+226,831
New +$3.56M 0.35% 78

Other funds holding BEP

BC
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return