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Purpose Unlimited Inc’s Brookfield Renewable BEP Stock Holding History

Purpose Unlimited Inc’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 		$15.4M Buy
471,975
+6,582
+1% +$198K 0.64% 37
2025
Q4 		$12.6M Buy
+465,393
New +$13.2M 0.58% 33

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 $570B AUM 27.57% 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 $269B 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 $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

Purpose Unlimited Inc's BEP Position: Q1 2026 in Review

Purpose Unlimited Inc increased its Brookfield Renewable (BEP) stake by 1.4% in Q1 2026, buying an estimated $198K and bringing the position to 471,975 shares worth $15.4M. The position accounts for 0.64% of the portfolio, ranked #37.

Purpose Unlimited Inc first reported a position in BEP in Q4 2025 and has held it in 2 quarters since. 255 funds tracked by Wall St. Rank hold BEP as of Q1 2026.

  • Purpose Unlimited Inc held 471,975 shares of Brookfield Renewable worth $15.4M as of Q1 2026.
  • Purpose Unlimited Inc bought 6,582 Brookfield Renewable shares in Q1 2026, an estimated $198K.
  • Brookfield Renewable made up 0.64% of Purpose Unlimited Inc's portfolio in Q1 2026, its #37 holding.
  • Purpose Unlimited Inc first reported a position in Brookfield Renewable in Q4 2025 and has held it in 2 quarters since.
  • 255 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.