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MV Capital Management’s Brookfield Renewable BEP Stock Holding History

MV Capital Management’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
Q4 		– Sell
-11
Closed -$309 – 1034
2024
Q3 		$309 Sell
11
-1,052
-99% -$26.5K ﹤0.01% 859
2024
Q2 		$26.3K Buy
1,063
+12
+1% +$299 ﹤0.01% 377
2024
Q1 		$24.4K Buy
1,051
+12
+1% +$292 ﹤0.01% 394
2023
Q4 		$27.3K Buy
1,039
+10
+1% +$237 ﹤0.01% 370
2023
Q3 		$22.4K Sell
1,029
-588
-36% -$15.8K ﹤0.01% 375
2023
Q2 		$47.7K Buy
1,617
+9
+0.6% +$277 0.01% 303
2023
Q1 		$50.7K Buy
1,608
+1,008
+168% +$28.4K 0.01% 274
2022
Q4 		$15.2K Hold
600
– – ﹤0.01% 397
2022
Q3 		$19K Hold
600
– – ﹤0.01% 336
2022
Q2 		$21K Hold
600
– – ﹤0.01% 313
2022
Q1 		$25K Hold
600
– – ﹤0.01% 301
2021
Q4 		$21K Hold
600
– – ﹤0.01% 308
2021
Q3 		$22K Hold
600
– – ﹤0.01% 295
2021
Q2 		$23K Buy
+600
New +$23.7K ﹤0.01% 266

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

MV Capital Management's BEP Position: Q4 2024 in Review

MV Capital Management sold out of Brookfield Renewable (BEP) in Q4 2024, closing a stake of 11 shares — an estimated $309 sold.

MV Capital Management first reported a position in BEP in Q2 2021 and held it in 14 quarters. The position peaked at $50.7K in Q1 2023. 219 funds tracked by Wall St. Rank hold BEP as of Q4 2024.

  • MV Capital Management reported no remaining Brookfield Renewable position as of Q4 2024 after selling out during the quarter.
  • MV Capital Management sold 11 Brookfield Renewable shares in Q4 2024, an estimated $309.
  • MV Capital Management first reported a position in Brookfield Renewable in Q2 2021 and held it in 14 quarters.
  • MV Capital Management's Brookfield Renewable position peaked at $50.7K in Q1 2023.
  • 219 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2024.

Based on MV Capital Management's 13F filing for Q4 2024, filed 12 Feb 2025.