&Partners’s Brookfield Renewable BEP Stock Holding History

&Partners’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	$244K	Buy	7,032 +3	+0%	+$104	﹤0.01%	2259
2026 Q1	$229K	Buy	+7,029	New	+$212K	﹤0.01%	2165
2020 Q2	–	Sell	-24,864	Closed	-$563K	–	133
2020 Q1	$563K	Hold	24,864	–	–	0.88%	30
2019 Q4	$618K	Hold	24,864	–	–	0.74%	41
2019 Q3	$538K	Hold	24,864	–	–	0.7%	49
2019 Q2	$458K	Hold	24,864	–	–	0.63%	55
2019 Q1	$423K	Buy	24,864 +1,408	+6%	+$22.2K	0.61%	53
2018 Q4	$324K	Buy	+23,456	New	+$351K	0.54%	59

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

&Partners's BEP Position: Q2 2026 in Review

&Partners increased its Brookfield Renewable (BEP) stake by 0.04% in Q2 2026, buying an estimated $104 and bringing the position to 7,032 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #2259.

&Partners first reported a position in BEP in Q4 2018 and has held it in 8 quarters since. The position peaked at $618K in Q4 2019. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

&Partners held 7,032 shares of Brookfield Renewable worth $244K as of Q2 2026.
&Partners bought 3 Brookfield Renewable shares in Q2 2026, an estimated $104.
Brookfield Renewable made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2259 holding.
&Partners first reported a position in Brookfield Renewable in Q4 2018 and has held it in 8 quarters since.
&Partners's Brookfield Renewable position peaked at $618K in Q4 2019.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.