Next Level Wealth Planning’s Brookfield Renewable BEP Stock Holding History

Next Level Wealth Planning’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 Q3	$3.99K	Buy	+142	New	+$4.52K	﹤0.01%	403

Other funds holding BEP

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 21.21% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Next Level Wealth Planning's BEP Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Brookfield Renewable (BEP) in Q3 2026: 142 shares worth $3.99K. The stake represents ﹤0.01% of the portfolio and ranks #403 among its holdings.

111 funds tracked by Wall St. Rank hold BEP as of Q3 2026.

Next Level Wealth Planning held 142 shares of Brookfield Renewable worth $3.99K as of Q3 2026.
Brookfield Renewable was a new Next Level Wealth Planning position in Q3 2026.
Brookfield Renewable made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #403 holding.
111 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.