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Sage Investment Counsel’s Brookfield Renewable BEP Stock Holding History

Sage Investment Counsel’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 		$761K Hold
21,925
– – 0.76% 38
2026
Q1 		$716K Hold
21,925
– – 0.79% 35
2025
Q4 		$591K Hold
21,925
– – 0.65% 43
2025
Q3 		$565K Hold
21,925
– – 0.63% 50
2025
Q2 		$559K Hold
21,925
– – 0.65% 45
2025
Q1 		$486K Buy
21,925
+500
+2% +$11.2K 0.62% 47
2024
Q4 		$488K Buy
+21,425
New +$547K 0.64% 45

Other funds holding BEP

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return

Sage Investment Counsel's BEP Position: Q2 2026 in Review

Sage Investment Counsel held its Brookfield Renewable (BEP) position steady in Q2 2026 at 21,925 shares worth $761K. The position accounts for 0.76% of the portfolio, ranked #38.

Sage Investment Counsel first reported a position in BEP in Q4 2024 and has held it in 7 quarters since. 87 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Sage Investment Counsel held 21,925 shares of Brookfield Renewable worth $761K as of Q2 2026.
  • Sage Investment Counsel left its Brookfield Renewable share count unchanged in Q2 2026.
  • Brookfield Renewable made up 0.76% of Sage Investment Counsel's portfolio in Q2 2026, its #38 holding.
  • Sage Investment Counsel first reported a position in Brookfield Renewable in Q4 2024 and has held it in 7 quarters since.
  • 87 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.