Principal Financial Group’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $286M | Sell |
8,769,824
-1,535,324
| -15% | -$46.3M | 0.15% | 137 |
|
|
2025
Q4 | $278M | Buy |
10,305,148
+177,599
| +2% | +$5.05M | 0.14% | 145 |
|
|
2025
Q3 | $261M | Buy |
10,127,549
+1,414,837
| +16% | +$36.4M | 0.13% | 150 |
|
|
2025
Q2 | $222M | Buy |
8,712,712
+368,671
| +4% | +$8.67M | 0.12% | 170 |
|
|
2025
Q1 | $185M | Buy |
8,344,041
+492,199
| +6% | +$11M | 0.1% | 183 |
|
|
2024
Q4 | $179M | Buy |
7,851,842
+246,163
| +3% | +$6.29M | 0.1% | 187 |
|
|
2024
Q3 | $214M | Buy |
7,605,679
+330,648
| +5% | +$8.32M | 0.12% | 166 |
|
|
2024
Q2 | $180M | Buy |
7,275,031
+66,794
| +0.9% | +$1.66M | 0.11% | 169 |
|
|
2024
Q1 | $167M | Buy |
7,208,237
+302,274
| +4% | +$7.34M | 0.1% | 179 |
|
|
2023
Q4 | $181M | Buy |
6,905,963
+415,667
| +6% | +$9.84M | 0.12% | 162 |
|
|
2023
Q3 | $141M | Buy |
6,490,296
+57,177
| +0.9% | +$1.54M | 0.1% | 184 |
|
|
2023
Q2 | $190M | Buy |
6,433,119
+89,189
| +1% | +$2.74M | 0.13% | 161 |
|
|
2023
Q1 | $200M | Buy |
6,343,930
+10,503
| +0.2% | +$296K | 0.14% | 154 |
|
|
2022
Q4 | $160M | Buy |
6,333,427
+122,390
| +2% | +$3.49M | 0.12% | 177 |
|
|
2022
Q3 | $194M | Buy |
6,211,037
+110,919
| +2% | +$4.1M | 0.15% | 148 |
|
|
2022
Q2 | $212M | Buy |
6,100,118
+426,901
| +8% | +$15.4M | 0.16% | 143 |
|
|
2022
Q1 | $233M | Buy |
5,673,217
+1,513,472
| +36% | +$54.3M | 0.15% | 159 |
|
|
2021
Q4 | $149M | Buy |
4,159,745
+442,080
| +12% | +$16.3M | 0.09% | 212 |
|
|
2021
Q3 | $137M | Buy |
3,717,665
+130,361
| +4% | +$5.06M | 0.09% | 216 |
|
|
2021
Q2 | $138M | Buy |
3,587,304
+42,260
| +1% | +$1.67M | 0.09% | 216 |
|
|
2021
Q1 | $151M | Buy |
3,545,044
+43,481
| +1% | +$1.93M | 0.11% | 197 |
|
|
2020
Q4 | $151M | Buy |
3,501,563
+6,405
| +0.2% | +$246K | 0.11% | 190 |
|
|
2020
Q3 | $122M | Sell |
3,495,158
-940,460
| -21% | -$27.8M | 0.1% | 202 |
|
|
2020
Q2 | $113M | Sell |
4,435,618
-121,327
| -3% | -$3.05M | 0.1% | 214 |
|
|
2020
Q1 | $103M | Buy |
4,556,945
+9,716
| +0.2% | +$246K | 0.11% | 198 |
|
|
2019
Q4 | $113M | Sell |
4,547,229
-178,125
| -4% | -$4.2M | 0.09% | 244 |
|
|
2019
Q3 | $102M | Sell |
4,725,354
-24,730
| -0.5% | -$484K | 0.09% | 250 |
|
|
2019
Q2 | $87.6M | Sell |
4,750,084
-44,625
| -0.9% | -$770K | 0.08% | 277 |
|
|
2019
Q1 | $81.6M | Buy |
4,794,709
+30,184
| +0.6% | +$476K | 0.08% | 281 |
|
|
2018
Q4 | $65.8M | Sell |
4,764,525
-61,189
| -1% | -$916K | 0.07% | 298 |
|
|
2018
Q3 | $77.8M | Buy |
4,825,714
+6,074
| +0.1% | +$99.7K | 0.07% | 304 |
|
|
2018
Q2 | $77.2M | Buy |
4,819,640
+31,508
| +0.7% | +$516K | 0.07% | 302 |
|
|
2018
Q1 | $79.4M | Buy |
4,788,132
+107,051
| +2% | +$1.83M | 0.08% | 291 |
|
|
2017
Q4 | $87.1M | Buy |
4,681,081
+123,586
| +3% | +$2.23M | 0.08% | 287 |
|
|
2017
Q3 | $81.4M | Buy |
4,557,495
+68,245
| +2% | +$1.23M | 0.08% | 303 |
|
|
2017
Q2 | $76.4M | Buy |
4,489,250
+267,694
| +6% | +$4.49M | 0.08% | 310 |
|
|
2017
Q1 | $66.9M | Buy |
4,221,556
+223,900
| +6% | +$3.49M | 0.08% | 260 |
|
|
2016
Q4 | $63.3M | Buy |
3,997,656
+425,074
| +12% | +$6.69M | 0.08% | 258 |
|
|
2016
Q3 | $58.6M | Buy |
3,572,582
+247,751
| +7% | +$4.05M | 0.08% | 261 |
|
|
2016
Q2 | $52.8M | Buy |
3,324,831
+1,190,014
| +56% | +$18.6M | 0.07% | 264 |
|
|
2016
Q1 | $34.1M | Buy |
2,134,817
+6,907
| +0.3% | +$97.8K | 0.05% | 361 |
|
|
2015
Q4 | $29.7M | Buy |
2,127,910
+93,336
| +5% | +$1.29M | 0.04% | 404 |
|
|
2015
Q3 | $29.8M | Buy |
2,034,574
+39,254
| +2% | +$586K | 0.05% | 389 |
|
|
2015
Q2 | $31.6M | Buy |
1,995,320
+174,338
| +10% | +$2.89M | 0.05% | 393 |
|
|
2015
Q1 | $30.6M | Buy |
1,820,982
+47,474
| +3% | +$789K | 0.05% | 395 |
|
|
2014
Q4 | $29.2M | Buy |
1,773,508
+90,937
| +5% | +$1.48M | 0.05% | 399 |
|
|
2014
Q3 | $27.3M | Buy |
1,682,571
+25,333
| +2% | +$397K | 0.05% | 392 |
|
|
2014
Q2 | $26.2M | Buy |
+1,657,238
| New | +$25.8M | 0.04% | 411 |
|
Other funds holding BEP
BC
SC