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

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

MB, Levis & Associates's BEP Position: Q3 2025 in Review

MB, Levis & Associates sold out of Brookfield Renewable (BEP) in Q3 2025, closing a stake of 2,035 shares — an estimated $51.9K sold.

MB, Levis & Associates first reported a position in BEP in Q4 2022 and held it in 11 quarters. The position peaked at $59K in Q1 2023. 229 funds tracked by Wall St. Rank hold BEP as of Q3 2025.

MB, Levis & Associates reported no remaining Brookfield Renewable position as of Q3 2025 after selling out during the quarter.
MB, Levis & Associates sold 2,035 Brookfield Renewable shares in Q3 2025, an estimated $51.9K.
MB, Levis & Associates first reported a position in Brookfield Renewable in Q4 2022 and held it in 11 quarters.
MB, Levis & Associates's Brookfield Renewable position peaked at $59K in Q1 2023.
229 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2025.

Based on MB, Levis & Associates's 13F filing for Q3 2025, filed 15 Oct 2025.