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PFG Investments’s Brookfield Renewable BEP Stock Holding History

PFG 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 		$1.68M Sell
48,242
-4,391
-8% -$152K 0.06% 256
2026
Q1 		$1.72M Sell
52,633
-93
-0.2% -$2.8K 0.08% 222
2025
Q4 		$1.42M Sell
52,726
-380
-0.7% -$10.8K 0.07% 259
2025
Q3 		$1.37M Buy
53,106
+1,610
+3% +$41.5K 0.07% 252
2025
Q2 		$1.31M Sell
51,496
-4,748
-8% -$112K 0.08% 235
2025
Q1 		$1.25M Sell
56,244
-4,922
-8% -$110K 0.08% 244
2024
Q4 		$1.39M Sell
61,166
-3,497
-5% -$89.3K 0.09% 219
2024
Q3 		$1.82M Sell
64,663
-1,800
-3% -$45.3K 0.12% 171
2024
Q2 		$1.65M Sell
66,463
-8,129
-11% -$202K 0.12% 168
2024
Q1 		$1.73M Buy
74,592
+7,710
+12% +$187K 0.1% 225
2023
Q4 		$1.76M Sell
66,882
-1,574
-2% -$37.3K 0.33% 67
2023
Q3 		$1.49M Sell
68,456
-100
-0.1% -$2.69K 0.28% 71
2023
Q2 		$2.02M Sell
68,556
-689
-1% -$21.2K 0.36% 58
2023
Q1 		$2.18M Buy
+69,245
New +$1.95M 0.44% 47

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

PFG Investments's BEP Position: Q2 2026 in Review

PFG Investments reduced its Brookfield Renewable (BEP) stake by 8.3% in Q2 2026, selling an estimated $152K and leaving 48,242 shares worth $1.68M. The position accounts for 0.06% of the portfolio, ranked #256.

PFG Investments first reported a position in BEP in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.18M in Q1 2023. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • PFG Investments held 48,242 shares of Brookfield Renewable worth $1.68M as of Q2 2026.
  • PFG Investments sold 4,391 Brookfield Renewable shares in Q2 2026, an estimated $152K.
  • Brookfield Renewable made up 0.06% of PFG Investments's portfolio in Q2 2026, its #256 holding.
  • PFG Investments first reported a position in Brookfield Renewable in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's Brookfield Renewable position peaked at $2.18M in Q1 2023.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.