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 Q2	$2.64K	Hold	76	–	–	﹤0.01%	2719
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 $77B AUM 10.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Nisa Investment Advisors's BEP Position: Q2 2026 in Review

Nisa Investment Advisors held its Brookfield Renewable (BEP) position steady in Q2 2026 at 76 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #2719.

Nisa Investment Advisors first reported a position in BEP in Q1 2023 and has held it in 14 quarters since. The position peaked at $4K in Q1 2023. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Nisa Investment Advisors held 76 shares of Brookfield Renewable worth $2.64K as of Q2 2026.
Nisa Investment Advisors left its Brookfield Renewable share count unchanged in Q2 2026.
Brookfield Renewable made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2719 holding.
Nisa Investment Advisors first reported a position in Brookfield Renewable in Q1 2023 and has held it in 14 quarters since.
Nisa Investment Advisors's Brookfield Renewable position peaked at $4K in Q1 2023.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.