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Oak Grove Capital’s Brookfield Renewable BEP Stock Holding History

Oak Grove Capital’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
Q3 		$33.8M Buy
1,202,100
+502,300
+72% +$16M 1.53% 11
2026
Q2 		$24.3M Buy
699,800
+661,300
+1,718% +$23M 1.16% 20
2026
Q1 		$1.26M Buy
+38,500
New +$1.16M 0.11% 52

Other funds holding BEP

EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Oak Grove Capital's BEP Position: Q3 2026 in Review

Oak Grove Capital increased its Brookfield Renewable (BEP) stake by 72% in Q3 2026, buying an estimated $16M and bringing the position to 1,202,100 shares worth $33.8M. The position accounts for 1.53% of the portfolio, ranked #11.

Oak Grove Capital first reported a position in BEP in Q1 2026 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold BEP as of Q3 2026.

  • Oak Grove Capital held 1,202,100 shares of Brookfield Renewable worth $33.8M as of Q3 2026.
  • Oak Grove Capital bought 502,300 Brookfield Renewable shares in Q3 2026, an estimated $16M.
  • Brookfield Renewable made up 1.53% of Oak Grove Capital's portfolio in Q3 2026, its #11 holding.
  • Oak Grove Capital first reported a position in Brookfield Renewable in Q1 2026 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on Oak Grove Capital's 13F filing for Q3 2026, filed 9 Oct 2026.