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NEOS Investment Management’s Brookfield Renewable BEP Stock Holding History

NEOS Investment 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
2025
Q3 		– Sell
-72,683
Closed -$1.85M – 633
2025
Q2 		$1.85M Sell
72,683
-11,905
-14% -$280K 0.02% 387
2025
Q1 		$1.87M Buy
84,588
+72,948
+627% +$1.63M 0.04% 334
2024
Q4 		$265K Buy
+11,640
New +$297K 0.01% 563

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

NEOS Investment Management's BEP Position: Q3 2025 in Review

NEOS Investment Management sold out of Brookfield Renewable (BEP) in Q3 2025, closing a stake of 72,683 shares — an estimated $1.85M sold.

NEOS Investment Management first reported a position in BEP in Q4 2024 and held it in 3 quarters. The position peaked at $1.87M in Q1 2025. 229 funds tracked by Wall St. Rank hold BEP as of Q3 2025.

  • NEOS Investment Management reported no remaining Brookfield Renewable position as of Q3 2025 after selling out during the quarter.
  • NEOS Investment Management sold 72,683 Brookfield Renewable shares in Q3 2025, an estimated $1.85M.
  • NEOS Investment Management first reported a position in Brookfield Renewable in Q4 2024 and held it in 3 quarters.
  • NEOS Investment Management's Brookfield Renewable position peaked at $1.87M in Q1 2025.
  • 229 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2025.

Based on NEOS Investment Management's 13F filing for Q3 2025, filed 7 Nov 2025.