Mercer Global Advisors

Mercer Global Advisors’s Brookfield Renewable BEP Stock Holding History

Mercer Global 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
2024 Q1	–	Sell	-7,671	Closed	-$202K	–	2018
2023 Q4	$202K	Buy	+7,671	New	+$182K	﹤0.01%	1843
2023 Q3	–	Sell	-14,126	Closed	-$417K	–	1960
2023 Q2	$417K	Buy	14,126 +529	+4%	+$16.3K	﹤0.01%	1322
2023 Q1	$428K	Buy	13,597 +4,378	+47%	+$123K	﹤0.01%	1287
2022 Q4	$234K	Buy	9,219 +2,261	+32%	+$64.5K	﹤0.01%	1630
2022 Q3	$218K	Buy	6,958 +536	+8%	+$19.8K	﹤0.01%	1584
2022 Q2	$223K	Sell	6,422 -338	-5%	-$12.2K	﹤0.01%	1582
2022 Q1	$278K	Buy	6,760 +1,154	+21%	+$41.4K	﹤0.01%	1545
2021 Q4	$201K	Buy	+5,606	New	+$207K	﹤0.01%	1657
2021 Q2	–	Sell	-8,911	Closed	-$380K	–	1678
2021 Q1	$380K	Buy	+8,911	New	+$395K	﹤0.01%	1208

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

British Columbia Investment Management Victoria, British Columbia, Canada $16.9B AUM 31.69% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return