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Principal Securities’s Brookfield Renewable BEP Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-339
Closed -$8.74K – 1565
2025
Q3 		$8.74K Hold
339
– – ﹤0.01% 2773
2025
Q2 		$8.65K Sell
339
-2,115
-86% -$49.8K ﹤0.01% 2671
2025
Q1 		$55.9K Hold
2,454
– – ﹤0.01% 1709
2024
Q4 		$55.9K Buy
2,454
+153
+7% +$3.91K ﹤0.01% 1709
2024
Q3 		$64.8K Sell
2,301
-476
-17% -$12K ﹤0.01% 1576
2024
Q2 		$68.8K Sell
2,777
-60
-2% -$1.49K ﹤0.01% 1470
2024
Q1 		$65.9K Sell
2,837
-108
-4% -$2.62K ﹤0.01% 1442
2023
Q4 		$77.4K Buy
+2,945
New +$69.7K ﹤0.01% 1288

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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Principal Securities's BEP Position: Q4 2025 in Review

Principal Securities sold out of Brookfield Renewable (BEP) in Q4 2025, closing a stake of 339 shares — an estimated $8.74K sold.

Principal Securities first reported a position in BEP in Q4 2023 and held it in 8 quarters. The position peaked at $77.4K in Q4 2023. 242 funds tracked by Wall St. Rank hold BEP as of Q4 2025.

  • Principal Securities reported no remaining Brookfield Renewable position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 339 Brookfield Renewable shares in Q4 2025, an estimated $8.74K.
  • Principal Securities first reported a position in Brookfield Renewable in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Brookfield Renewable position peaked at $77.4K in Q4 2023.
  • 242 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.