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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
Q2 		$3.08M Buy
88,757
+10,645
+14% +$370K 0.01% 582
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 $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

MAI Capital Management's BEP Position: Q2 2026 in Review

MAI Capital Management increased its Brookfield Renewable (BEP) stake by 14% in Q2 2026, buying an estimated $370K and bringing the position to 88,757 shares worth $3.08M. The position accounts for 0.01% of the portfolio, ranked #582.

MAI Capital Management first reported a position in BEP in Q3 2014 and has held it in 17 quarters since. The position peaked at $4.11M in Q1 2015. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • MAI Capital Management held 88,757 shares of Brookfield Renewable worth $3.08M as of Q2 2026.
  • MAI Capital Management bought 10,645 Brookfield Renewable shares in Q2 2026, an estimated $370K.
  • Brookfield Renewable made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #582 holding.
  • MAI Capital Management first reported a position in Brookfield Renewable in Q3 2014 and has held it in 17 quarters since.
  • MAI Capital Management's Brookfield Renewable position peaked at $4.11M in Q1 2015.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.