Monetary Management Group’s Brookfield Renewable BEP Stock Holding History

Monetary Management Group’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	$131K	Hold	4,000	–	–	0.03%	220
2025 Q4	$108K	Buy	+4,000	New	+$114K	0.02%	225
2023 Q3	–	Sell	-2,250	Closed	-$66.4K	–	329
2023 Q2	$66.4K	Hold	2,250	–	–	0.02%	239
2023 Q1	$70.9K	Hold	2,250	–	–	0.02%	236
2022 Q4	$57K	Sell	2,250 -1,000	-31%	-$28.5K	0.02%	250
2022 Q3	$102K	Sell	3,250 -2,750	-46%	-$102K	0.03%	210
2022 Q2	$209K	Hold	6,000	–	–	0.07%	179
2022 Q1	$246K	Sell	6,000 -6,000	-50%	-$215K	0.07%	176
2021 Q4	$429K	Sell	12,000 -250	-2%	-$9.21K	0.11%	140
2021 Q3	$452K	Hold	12,250	–	–	0.12%	128
2021 Q2	$472K	Sell	12,250 -8,000	-40%	-$317K	0.14%	120
2021 Q1	$863K	Buy	20,250 +750	+4%	+$33.2K	0.27%	82
2020 Q4	$841K	Buy	19,500 +5,250	+37%	+$201K	0.28%	83
2020 Q3	$499K	Buy	+14,250	New	+$421K	0.18%	107

Other funds holding BEP

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Monetary Management Group's BEP Position: Q1 2026 in Review

Monetary Management Group held its Brookfield Renewable (BEP) position steady in Q1 2026 at 4,000 shares worth $131K. The position accounts for 0.03% of the portfolio, ranked #220.

Monetary Management Group first reported a position in BEP in Q3 2020 and has held it in 14 quarters since. The position peaked at $863K in Q1 2021. 255 funds tracked by Wall St. Rank hold BEP as of Q1 2026.

Monetary Management Group held 4,000 shares of Brookfield Renewable worth $131K as of Q1 2026.
Monetary Management Group left its Brookfield Renewable share count unchanged in Q1 2026.
Brookfield Renewable made up 0.03% of Monetary Management Group's portfolio in Q1 2026, its #220 holding.
Monetary Management Group first reported a position in Brookfield Renewable in Q3 2020 and has held it in 14 quarters since.
Monetary Management Group's Brookfield Renewable position peaked at $863K in Q1 2021.
255 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.