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Medallion Wealth Advisors’s Brookfield Renewable BEP Stock Holding History

Medallion Wealth Advisors’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 		$29.4K Hold
900
– – 0.01% 581
2025
Q4 		$24.3K Hold
900
– – 0.01% 610
2025
Q3 		$23.2K Hold
900
– – 0.01% 608
2025
Q2 		$23.1K Hold
900
– – 0.01% 594
2025
Q1 		$20.3K Hold
900
– – 0.01% 571
2024
Q4 		$20.5K Buy
+900
New +$23K 0.01% 557

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 $570B 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 $269B 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

Medallion Wealth Advisors's BEP Position: Q1 2026 in Review

Medallion Wealth Advisors held its Brookfield Renewable (BEP) position steady in Q1 2026 at 900 shares worth $29.4K. The position accounts for 0.01% of the portfolio, ranked #581.

Medallion Wealth Advisors first reported a position in BEP in Q4 2024 and has held it in 6 quarters since. 255 funds tracked by Wall St. Rank hold BEP as of Q1 2026.

  • Medallion Wealth Advisors held 900 shares of Brookfield Renewable worth $29.4K as of Q1 2026.
  • Medallion Wealth Advisors left its Brookfield Renewable share count unchanged in Q1 2026.
  • Brookfield Renewable made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #581 holding.
  • Medallion Wealth Advisors first reported a position in Brookfield Renewable in Q4 2024 and has held it in 6 quarters since.
  • 255 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.