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Private Advisor Group’s Brookfield Renewable BEP Stock Holding History

Private Advisor Group’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 		– Sell
-17,377
Closed -$567K – 2548
2026
Q1 		$567K Sell
17,377
-304
-2% -$9.16K ﹤0.01% 1781
2025
Q4 		$477K Buy
17,681
+5
+0% +$142 ﹤0.01% 1845
2025
Q3 		$456K Sell
17,676
-3,595
-17% -$92.6K ﹤0.01% 1821
2025
Q2 		$543K Sell
21,271
-2,153
-9% -$50.6K ﹤0.01% 1641
2025
Q1 		$519K Buy
23,424
+7,373
+46% +$165K ﹤0.01% 1579
2024
Q4 		$366K Sell
16,051
-16,486
-51% -$421K ﹤0.01% 1752
2024
Q3 		$917K Buy
32,537
+10,521
+48% +$265K 0.01% 1278
2024
Q2 		$545K Buy
22,016
+7,886
+56% +$196K ﹤0.01% 1515
2024
Q1 		$328K Buy
14,130
+3,425
+32% +$83.2K ﹤0.01% 1779
2023
Q4 		$281K Buy
+10,705
New +$254K ﹤0.01% 1827
2022
Q2 		– Sell
-4,907
Closed -$202K – 2123
2022
Q1 		$202K Sell
4,907
-34,194
-87% -$1.23M ﹤0.01% 1886
2021
Q4 		$1.4M Sell
39,101
-3,001
-7% -$111K 0.01% 961
2021
Q3 		$1.55M Buy
42,102
+4,852
+13% +$188K 0.01% 1001
2021
Q2 		$1.44M Sell
37,250
-313
-0.8% -$12.4K 0.01% 883
2021
Q1 		$1.6M Sell
37,563
-1,929
-5% -$85.4K 0.02% 798
2020
Q4 		$1.7M Buy
39,492
+5,227
+15% +$200K 0.02% 713
2020
Q3 		$1.2M Sell
34,265
-7,521
-18% -$222K 0.02% 720
2020
Q2 		$1.07M Buy
41,786
+27,575
+194% +$693K 0.01% 740
2020
Q1 		$322K Sell
14,211
-8,461
-37% -$214K 0.01% 1044
2019
Q4 		$563K Buy
+22,672
New +$535K 0.01% 996
2019
Q1 		– Sell
-49,491
Closed -$682K – 1547
2018
Q4 		$682K Sell
49,491
-24,599
-33% -$368K 0.02% 715
2018
Q3 		$1.19M Sell
74,090
-125,962
-63% -$2.07M 0.02% 607
2018
Q2 		$3.21M Buy
200,052
+167,979
+524% +$2.75M 0.05% 175
2018
Q1 		$474K Buy
+32,073
New +$548K 0.02% 678

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

Private Advisor Group's BEP Position: Q2 2026 in Review

Private Advisor Group sold out of Brookfield Renewable (BEP) in Q2 2026, closing a stake of 17,377 shares — an estimated $567K sold.

Private Advisor Group first reported a position in BEP in Q1 2018 and held it in 24 quarters. The position peaked at $3.21M in Q2 2018. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Private Advisor Group reported no remaining Brookfield Renewable position as of Q2 2026 after selling out during the quarter.
  • Private Advisor Group sold 17,377 Brookfield Renewable shares in Q2 2026, an estimated $567K.
  • Private Advisor Group first reported a position in Brookfield Renewable in Q1 2018 and held it in 24 quarters.
  • Private Advisor Group's Brookfield Renewable position peaked at $3.21M in Q2 2018.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.