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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return