NA
BEP icon

NewEdge Advisors’s Brookfield Renewable BEP Stock Holding History

NewEdge Advisors’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 		$32.8K Hold
945
– – ﹤0.01% 3224
2026
Q1 		$30.8K Hold
945
– – ﹤0.01% 3071
2025
Q4 		$25.5K Hold
945
– – ﹤0.01% 3177
2025
Q3 		$24.4K Hold
945
– – ﹤0.01% 3058
2025
Q2 		$24.1K Hold
945
– – ﹤0.01% 2883
2025
Q1 		$20.9K Buy
945
+75
+9% +$1.68K ﹤0.01% 2846
2024
Q4 		$19.8K Hold
870
– – ﹤0.01% 2808
2024
Q3 		$24.5K Buy
870
+500
+135% +$12.6K ﹤0.01% 2661
2024
Q2 		$9.16K Buy
370
+275
+289% +$6.85K ﹤0.01% 2884
2024
Q1 		$2.21K Sell
95
-40
-30% -$972 ﹤0.01% 3345
2023
Q4 		$3.56K Hold
135
– – ﹤0.01% 3211
2023
Q3 		$2.94K Sell
135
-8,541
-98% -$230K ﹤0.01% 2957
2023
Q2 		$256K Buy
8,676
+8,541
+6,327% +$263K ﹤0.01% 1525
2023
Q1 		$4.24K Sell
135
-1,337
-91% -$37.7K ﹤0.01% 2835
2022
Q4 		$36K Buy
+1,472
New +$42K ﹤0.01% 1863
2020
Q4 		– Sell
-10,272
Closed -$360K – 982
2020
Q3 		$360K Buy
10,272
+2,321
+29% +$68.6K 0.01% 667
2020
Q2 		$203K Buy
+7,951
New +$200K 0.01% 770

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

NewEdge Advisors's BEP Position: Q2 2026 in Review

NewEdge Advisors held its Brookfield Renewable (BEP) position steady in Q2 2026 at 945 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3224.

NewEdge Advisors first reported a position in BEP in Q2 2020 and has held it in 17 quarters since. The position peaked at $360K in Q3 2020. 253 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • NewEdge Advisors held 945 shares of Brookfield Renewable worth $32.8K as of Q2 2026.
  • NewEdge Advisors left its Brookfield Renewable share count unchanged in Q2 2026.
  • Brookfield Renewable made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3224 holding.
  • NewEdge Advisors first reported a position in Brookfield Renewable in Q2 2020 and has held it in 17 quarters since.
  • NewEdge Advisors's Brookfield Renewable position peaked at $360K in Q3 2020.
  • 253 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.