Moisand Fitzgerald Tamayo’s Brookfield Renewable BEP Stock Holding History

Moisand Fitzgerald Tamayo’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 Q2	$6.04K	Hold	174	–	–	﹤0.01%	417
2026 Q1	$5.68K	Hold	174	–	–	﹤0.01%	394
2025 Q4	$4.69K	Hold	174	–	–	﹤0.01%	409
2025 Q3	$4.49K	Hold	174	–	–	﹤0.01%	435
2025 Q2	$4.44K	Hold	174	–	–	﹤0.01%	424
2025 Q1	$3.86K	Hold	174	–	–	﹤0.01%	434
2024 Q4	$3.97K	Hold	174	–	–	﹤0.01%	443
2024 Q3	$4.9K	Hold	174	–	–	﹤0.01%	435
2024 Q2	$4.31K	Hold	174	–	–	﹤0.01%	409
2024 Q1	$4.04K	Hold	174	–	–	﹤0.01%	410
2023 Q4	$4.57K	Buy	174 +2	+1%	+$47	﹤0.01%	436
2023 Q3	$3.74K	Buy	+172	New	+$4.63K	﹤0.01%	469
2017 Q4	–	Sell	-5,357	Closed	-$96K	–	287
2017 Q3	$96K	Buy	+5,357	New	+$96.6K	0.06%	88

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

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

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

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Moisand Fitzgerald Tamayo's BEP Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Brookfield Renewable (BEP) position steady in Q2 2026 at 174 shares worth $6.04K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Moisand Fitzgerald Tamayo first reported a position in BEP in Q3 2017 and has held it in 13 quarters since. The position peaked at $96K in Q3 2017. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Moisand Fitzgerald Tamayo held 174 shares of Brookfield Renewable worth $6.04K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Brookfield Renewable share count unchanged in Q2 2026.
Brookfield Renewable made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #417 holding.
Moisand Fitzgerald Tamayo first reported a position in Brookfield Renewable in Q3 2017 and has held it in 13 quarters since.
Moisand Fitzgerald Tamayo's Brookfield Renewable position peaked at $96K in Q3 2017.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.