Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Brookfield Renewable BEP Stock Holding History

Northwestern Mutual 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
2026
Q2 		$1.04M Buy
29,950
+24,683
+469% +$857K ﹤0.01% 1387
2026
Q1 		$172K Buy
5,267
+1,432
+37% +$43.2K ﹤0.01% 1971
2025
Q4 		$103K Buy
3,835
+1,403
+58% +$39.9K ﹤0.01% 2123
2025
Q3 		$62.7K Sell
2,432
-176
-7% -$4.53K ﹤0.01% 2235
2025
Q2 		$66.5K Sell
2,608
-122
-4% -$2.87K ﹤0.01% 2150
2025
Q1 		$60.5K Buy
2,730
+1,576
+137% +$35.2K ﹤0.01% 2114
2024
Q4 		$26.3K Buy
1,154
+29
+3% +$740 ﹤0.01% 2409
2024
Q3 		$31.7K Sell
1,125
-300
-21% -$7.54K ﹤0.01% 2315
2024
Q2 		$35.3K Hold
1,425
– – ﹤0.01% 2212
2024
Q1 		$33.1K Buy
1,425
+750
+111% +$18.2K ﹤0.01% 2242
2023
Q4 		$17.7K Buy
675
+375
+125% +$8.88K ﹤0.01% 2445
2023
Q3 		$6.52K Sell
300
-20
-6% -$539 ﹤0.01% 2675
2023
Q2 		$9.44K Hold
320
– – ﹤0.01% 2597
2023
Q1 		$10.1K Buy
320
+20
+7% +$564 ﹤0.01% 2506
2022
Q4 		$7.6K Hold
300
– – ﹤0.01% 2598
2022
Q3 		$9K Sell
300
-5
-2% -$185 ﹤0.01% 2484
2022
Q2 		$10K Sell
305
-645
-68% -$23.2K ﹤0.01% 2504
2022
Q1 		$38K Buy
950
+650
+217% +$23.3K ﹤0.01% 2061
2021
Q4 		$11K Hold
300
– – ﹤0.01% 2532
2021
Q3 		$11K Hold
300
– – ﹤0.01% 2421
2021
Q2 		$12K Hold
300
– – ﹤0.01% 2361
2021
Q1 		$13K Hold
300
– – ﹤0.01% 2205
2020
Q4 		$13K Buy
+300
New +$11.5K ﹤0.01% 2100
2020
Q2 		– Sell
-203
Closed -$5K – 2392
2020
Q1 		$5K Buy
+203
New +$5.14K ﹤0.01% 2055

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

Northwestern Mutual Wealth Management's BEP Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Brookfield Renewable (BEP) stake by 469% in Q2 2026, buying an estimated $857K and bringing the position to 29,950 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Northwestern Mutual Wealth Management first reported a position in BEP in Q1 2020 and has held it in 24 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Northwestern Mutual Wealth Management held 29,950 shares of Brookfield Renewable worth $1.04M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 24,683 Brookfield Renewable shares in Q2 2026, an estimated $857K.
  • Brookfield Renewable made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1387 holding.
  • Northwestern Mutual Wealth Management first reported a position in Brookfield Renewable in Q1 2020 and has held it in 24 quarters since.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.