MCM
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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 $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return