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Northwest & Ethical Investments’s Brookfield Renewable BEP Stock Holding History

Northwest & Ethical Investments’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 		$5.05M Sell
145,380
-90,060
-38% -$3.13M 0.12% 133
2026
Q1 		$7.74M Buy
235,440
+10,596
+5% +$319K 0.18% 129
2025
Q4 		$6.05M Buy
224,844
+96,127
+75% +$2.73M 0.14% 150
2025
Q3 		$3.35M Buy
128,717
+23,920
+23% +$616K 0.08% 221
2025
Q2 		$2.69M Sell
104,797
-2,557
-2% -$60.1K 0.07% 233
2025
Q1 		$2.38M Buy
107,354
+25,329
+31% +$566K 0.06% 235
2024
Q4 		$1.87M Buy
82,025
+1,722
+2% +$44K 0.05% 256
2024
Q3 		$2.26M Buy
+80,303
New +$2.02M 0.06% 240
2024
Q2 		– Sell
-73,092
Closed -$1.7M – 494
2024
Q1 		$1.7M Buy
+73,092
New +$1.78M 0.05% 258
2020
Q4 		– Sell
-7,317
Closed -$256K – 408
2020
Q3 		$256K Sell
7,317
-52,868
-88% -$1.56M 0.01% 354
2020
Q2 		$1.54M Sell
60,185
-38,403
-39% -$965K 0.07% 265
2020
Q1 		$2.21M Sell
98,588
-3,908
-4% -$98.9K 0.13% 193
2019
Q4 		$2.54M Sell
102,496
-52,677
-34% -$1.24M 0.11% 229
2019
Q3 		$3.36M Sell
155,173
-100
-0.1% -$1.96K 0.16% 167
2019
Q2 		$2.86M Sell
155,273
-184
-0.1% -$3.18K 0.14% 200
2019
Q1 		$2.64M Sell
155,457
-6,294
-4% -$99.3K 0.14% 204
2018
Q4 		$2.23M Buy
161,751
+30,978
+24% +$464K 0.13% 209
2018
Q3 		$2.11M Hold
130,773
– – 0.13% 219
2018
Q2 		$2.09M Hold
130,773
– – 0.14% 212
2018
Q1 		$2.17M Hold
130,773
– – 0.15% 207
2017
Q4 		$2.43M Sell
130,773
-82,942
-39% -$1.5M 0.16% 188
2017
Q3 		$3.82M Sell
213,715
-21,251
-9% -$383K 0.24% 113
2017
Q2 		$3.99M Sell
234,966
-19,178
-8% -$322K 0.27% 98
2017
Q1 		$4.01M Buy
254,144
+45,477
+22% +$709K 0.27% 101
2016
Q4 		$3.3M Buy
+208,667
New +$3.28M 0.23% 112

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

Northwest & Ethical Investments's BEP Position: Q2 2026 in Review

Northwest & Ethical Investments reduced its Brookfield Renewable (BEP) stake by 38% in Q2 2026, selling an estimated $3.13M and leaving 145,380 shares worth $5.05M. The position accounts for 0.12% of the portfolio, ranked #133.

Northwest & Ethical Investments first reported a position in BEP in Q4 2016 and has held it in 25 quarters since. The position peaked at $7.74M in Q1 2026. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Northwest & Ethical Investments held 145,380 shares of Brookfield Renewable worth $5.05M as of Q2 2026.
  • Northwest & Ethical Investments sold 90,060 Brookfield Renewable shares in Q2 2026, an estimated $3.13M.
  • Brookfield Renewable made up 0.12% of Northwest & Ethical Investments's portfolio in Q2 2026, its #133 holding.
  • Northwest & Ethical Investments first reported a position in Brookfield Renewable in Q4 2016 and has held it in 25 quarters since.
  • Northwest & Ethical Investments's Brookfield Renewable position peaked at $7.74M in Q1 2026.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.