Mather Group
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Mather Group’s Brookfield Renewable BEP Stock Holding History

Mather Group’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
Q3 		$1.69K Buy
+60
New +$1.91K ﹤0.01% 2080
2024
Q3 		– Sell
-20
Closed -$465 – 1761
2024
Q2 		$465 Hold
20
– – ﹤0.01% 2075
2024
Q1 		$526 Buy
+20
New +$486 ﹤0.01% 1682

Other funds holding BEP

Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Rempart Asset Management
Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return
Gold Investment Management
Gold Investment Management Edmonton, Alberta, Canada $358M AUM 35.31% 1-Year Est. Return
EPIQ Partners
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Mather Group's BEP Position: Q3 2026 in Review

Mather Group opened a new position in Brookfield Renewable (BEP) in Q3 2026: 60 shares worth $1.69K. The stake represents ﹤0.01% of the portfolio and ranks #2080 among its holdings. This is a return to the name: Mather Group previously reported a position in BEP as recently as Q2 2024.

Mather Group first reported a position in BEP in Q1 2024 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold BEP as of Q3 2026.

  • Mather Group held 60 shares of Brookfield Renewable worth $1.69K as of Q3 2026.
  • Brookfield Renewable was a new Mather Group position in Q3 2026.
  • Brookfield Renewable made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #2080 holding.
  • Mather Group first reported a position in Brookfield Renewable in Q1 2024 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.