Natural Investments’s Brookfield Renewable BEP Stock Holding History

Natural Investments’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	$1.14M	Sell	32,860 -1,924	-6%	-$66.8K	0.25%	82
2026 Q1	$1.14M	Sell	34,784 -993	-3%	-$29.9K	0.28%	81
2025 Q4	$964K	Sell	35,777 -1,110	-3%	-$31.6K	0.24%	94
2025 Q3	$951K	Sell	36,887 -784	-2%	-$20.2K	0.24%	91
2025 Q2	$960K	Sell	37,671 -518	-1%	-$12.2K	0.25%	88
2025 Q1	$846K	Sell	38,189 -12,183	-24%	-$272K	0.24%	100
2024 Q4	$1.15M	Buy	+50,372	New	+$1.29M	0.32%	82

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

Natural Investments's BEP Position: Q2 2026 in Review

Natural Investments reduced its Brookfield Renewable (BEP) stake by 5.5% in Q2 2026, selling an estimated $66.8K and leaving 32,860 shares worth $1.14M. The position accounts for 0.25% of the portfolio, ranked #82.

Natural Investments first reported a position in BEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q4 2024. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Natural Investments held 32,860 shares of Brookfield Renewable worth $1.14M as of Q2 2026.
Natural Investments sold 1,924 Brookfield Renewable shares in Q2 2026, an estimated $66.8K.
Brookfield Renewable made up 0.25% of Natural Investments's portfolio in Q2 2026, its #82 holding.
Natural Investments first reported a position in Brookfield Renewable in Q4 2024 and has held it in 7 quarters since.
Natural Investments's Brookfield Renewable position peaked at $1.15M in Q4 2024.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.