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MB, Levis & Associates’s Brookfield Renewable BEP Stock Holding History

MB, Levis & Associates’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
2025
Q3 		– Sell
-2,035
Closed -$51.9K – 249
2025
Q2 		$51.9K Hold
2,035
– – 0.02% 119
2025
Q1 		$45.1K Hold
2,035
– – 0.02% 125
2024
Q4 		$46.4K Buy
2,035
+26
+1% +$664 0.02% 122
2024
Q3 		$56.6K Buy
2,009
+22
+1% +$553 0.03% 113
2024
Q2 		$49.2K Buy
1,987
+24
+1% +$597 0.03% 115
2024
Q1 		$45.6K Buy
1,963
+25
+1% +$607 0.02% 119
2023
Q4 		$50.9K Buy
1,938
+21
+1% +$497 0.03% 113
2023
Q3 		$41.7K Buy
1,917
+25
+1% +$673 0.03% 120
2023
Q2 		$55.8K Buy
1,892
+18
+1% +$554 0.04% 109
2023
Q1 		$59K Buy
1,874
+17
+0.9% +$479 0.04% 105
2022
Q4 		$47K Buy
+1,857
New +$53K 0.04% 110

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return