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Nicola Wealth Management’s Brookfield Renewable BEP Stock Holding History

Nicola Wealth 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
-110,000
Closed -$2.8M – 70
2025
Q2 		$2.8M Sell
110,000
-10,000
-8% -$235K 0.26% 62
2025
Q1 		$2.66M Sell
120,000
-15,000
-11% -$335K 0.26% 68
2024
Q4 		$3.07M Sell
135,000
-9,000
-6% -$230K 0.29% 68
2024
Q3 		$4.06M Sell
144,000
-4,000
-3% -$101K 0.32% 65
2024
Q2 		$3.66M Sell
148,000
-47,800
-24% -$1.19M 0.33% 64
2024
Q1 		$4.55M Sell
195,800
-14,200
-7% -$345K 0.44% 55
2023
Q4 		$5.53M Buy
210,000
+30,000
+17% +$710K 0.58% 49
2023
Q3 		$3.93M Buy
180,000
+10,000
+6% +$269K 0.42% 60
2023
Q2 		$5.02M Buy
170,000
+10,000
+6% +$308K 0.49% 54
2023
Q1 		$5.04M Sell
160,000
-40,000
-20% -$1.13M 0.5% 54
2022
Q4 		$5.06M Buy
200,000
+30,000
+18% +$856K 0.51% 56
2022
Q3 		$5.35M Buy
170,000
+3,000
+2% +$111K 0.59% 59
2022
Q2 		$5.8M Buy
167,000
+30,000
+22% +$1.08M 0.55% 54
2022
Q1 		$5.63M Sell
137,000
-18,000
-12% -$646K 0.5% 65
2021
Q4 		$5.54M Buy
155,000
+20,000
+15% +$737K 0.52% 65
2021
Q3 		$4.96M Sell
135,000
-129,050
-49% -$5.01M 0.51% 74
2021
Q2 		$10.2M Sell
264,050
-32,700
-11% -$1.29M 1.05% 40
2021
Q1 		$12.7M Buy
296,750
+14,000
+5% +$620K 1.42% 22
2020
Q4 		$12.2M Buy
282,750
+8,250
+3% +$316K 1.52% 22
2020
Q3 		$9.62M Buy
274,500
+183,021
+200% +$5.41M 1.37% 18
2020
Q2 		$2.33M Buy
91,479
+67,554
+282% +$1.7M 0.32% 83
2020
Q1 		$536K Buy
+23,925
New +$606K 0.08% 107

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

Nicola Wealth Management's BEP Position: Q3 2025 in Review

Nicola Wealth Management sold out of Brookfield Renewable (BEP) in Q3 2025, closing a stake of 110,000 shares — an estimated $2.8M sold.

Nicola Wealth Management first reported a position in BEP in Q1 2020 and held it in 22 quarters. The position peaked at $12.7M in Q1 2021. 229 funds tracked by Wall St. Rank hold BEP as of Q3 2025.

  • Nicola Wealth Management reported no remaining Brookfield Renewable position as of Q3 2025 after selling out during the quarter.
  • Nicola Wealth Management sold 110,000 Brookfield Renewable shares in Q3 2025, an estimated $2.8M.
  • Nicola Wealth Management first reported a position in Brookfield Renewable in Q1 2020 and held it in 22 quarters.
  • Nicola Wealth Management's Brookfield Renewable position peaked at $12.7M in Q1 2021.
  • 229 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2025.

Based on Nicola Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.