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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
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 0.45% 47

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return