Nisa Investment Advisors

Nisa Investment Advisors’s Brookfield Renewable BEP Stock Holding History

Nisa Investment 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 Q1	$2.48K	Sell	76 -10	-12%	-$301	﹤0.01%	2584
2025 Q4	$2.32K	Hold	86	–	–	﹤0.01%	2586
2025 Q3	$2.22K	Sell	86 -42	-33%	-$1.08K	﹤0.01%	2596
2025 Q2	$3.27K	Hold	128	–	–	﹤0.01%	2519
2025 Q1	$2.84K	Hold	128	–	–	﹤0.01%	2377
2024 Q4	$2.92K	Hold	128	–	–	﹤0.01%	2393
2024 Q3	$3.61K	Hold	128	–	–	﹤0.01%	2281
2024 Q2	$3.17K	Hold	128	–	–	﹤0.01%	2320
2024 Q1	$2.97K	Hold	128	–	–	﹤0.01%	2176
2023 Q4	$3.36K	Hold	128	–	–	﹤0.01%	2154
2023 Q3	$2.78K	Hold	128	–	–	﹤0.01%	2327
2023 Q2	$3.77K	Hold	128	–	–	﹤0.01%	2338
2023 Q1	$4K	Buy	+128	New	+$3.61K	﹤0.01%	2254

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

State of Wisconsin Investment Board

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return