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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 $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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return