Salem Investment Counselors’s Brookfield Renewable BEP Stock Holding History

Salem Investment Counselors’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	$322K	Hold	9,262	–	–	0.01%	346
2026 Q1	$302K	Hold	9,262	–	–	0.01%	336
2025 Q4	$250K	Hold	9,262	–	–	0.01%	353
2025 Q3	$239K	Hold	9,262	–	–	0.01%	353
2025 Q2	$236K	Hold	9,262	–	–	0.01%	349
2025 Q1	$205K	Hold	9,262	–	–	0.01%	356
2024 Q4	$211K	Hold	9,262	–	–	0.01%	360
2024 Q3	$261K	Hold	9,262	–	–	0.01%	332
2024 Q2	$229K	Hold	9,262	–	–	0.01%	343
2024 Q1	$215K	Hold	9,262	–	–	0.01%	348
2023 Q4	$243K	Hold	9,262	–	–	0.01%	329
2023 Q3	$201K	Hold	9,262	–	–	0.01%	337
2023 Q2	$273K	Hold	9,262	–	–	0.01%	297
2023 Q1	$292K	Buy	+9,262	New	+$261K	0.01%	297

Other funds holding BEP

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return