Raymond James Financial
BEP icon

Raymond James Financial’s Brookfield Renewable BEP Stock Holding History

Raymond James Financial’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 		$4.93M Buy
142,079
+2,378
+2% +$82.6K ﹤0.01% 2742
2026
Q1 		$4.56M Buy
139,701
+14,284
+11% +$431K ﹤0.01% 2666
2025
Q4 		$3.38M Buy
125,417
+12,398
+11% +$353K ﹤0.01% 2832
2025
Q3 		$2.91M Sell
113,019
-21,217
-16% -$547K ﹤0.01% 2887
2025
Q2 		$3.42M Sell
134,236
-1,659
-1% -$39K ﹤0.01% 2651
2025
Q1 		$3.01M Buy
135,895
+20,799
+18% +$465K ﹤0.01% 2689
2024
Q4 		$2.62M Buy
+115,096
New +$2.94M ﹤0.01% 2779

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

Raymond James Financial's BEP Position: Q2 2026 in Review

Raymond James Financial increased its Brookfield Renewable (BEP) stake by 1.7% in Q2 2026, buying an estimated $82.6K and bringing the position to 142,079 shares worth $4.93M. The position accounts for ﹤0.01% of the portfolio, ranked #2742.

Raymond James Financial first reported a position in BEP in Q4 2024 and has held it in 7 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Raymond James Financial held 142,079 shares of Brookfield Renewable worth $4.93M as of Q2 2026.
  • Raymond James Financial bought 2,378 Brookfield Renewable shares in Q2 2026, an estimated $82.6K.
  • Brookfield Renewable made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2742 holding.
  • Raymond James Financial first reported a position in Brookfield Renewable in Q4 2024 and has held it in 7 quarters since.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.