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S&CO Inc’s Brookfield Renewable BEP Stock Holding History

S&CO 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
Q2 		$347K Hold
10,000
– – 0.02% 187
2026
Q1 		$326K Hold
10,000
– – 0.02% 186
2025
Q4 		$269K Hold
10,000
– – 0.02% 198
2025
Q3 		$257K Hold
10,000
– – 0.02% 204
2025
Q2 		$255K Buy
+10,000
New +$235K 0.02% 205

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

S&CO Inc's BEP Position: Q2 2026 in Review

S&CO Inc held its Brookfield Renewable (BEP) position steady in Q2 2026 at 10,000 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #187.

S&CO Inc first reported a position in BEP in Q2 2025 and has held it in 5 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • S&CO Inc held 10,000 shares of Brookfield Renewable worth $347K as of Q2 2026.
  • S&CO Inc left its Brookfield Renewable share count unchanged in Q2 2026.
  • Brookfield Renewable made up 0.02% of S&CO Inc's portfolio in Q2 2026, its #187 holding.
  • S&CO Inc first reported a position in Brookfield Renewable in Q2 2025 and has held it in 5 quarters since.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on S&CO Inc's 13F filing for Q2 2026, filed 6 Aug 2026.