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Sanctuary Advisors’s Brookfield Renewable BEP Stock Holding History

Sanctuary Advisors’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 		$2.13M Buy
65,217
+1,494
+2% +$45K 0.01% 930
2025
Q4 		$1.72M Buy
63,723
+3,931
+7% +$112K 0.01% 1019
2025
Q3 		$1.54M Buy
59,792
+19,615
+49% +$505K 0.01% 1041
2025
Q2 		$1.02M Buy
+40,177
New +$945K 0.01% 1203

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 $187B AUM 18.48% 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 $40.9B AUM 35.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Sanctuary Advisors's BEP Position: Q1 2026 in Review

Sanctuary Advisors increased its Brookfield Renewable (BEP) stake by 2.3% in Q1 2026, buying an estimated $45K and bringing the position to 65,217 shares worth $2.13M. The position accounts for 0.01% of the portfolio, ranked #930.

Sanctuary Advisors first reported a position in BEP in Q2 2025 and has held it in 4 quarters since. 255 funds tracked by Wall St. Rank hold BEP as of Q1 2026.

  • Sanctuary Advisors held 65,217 shares of Brookfield Renewable worth $2.13M as of Q1 2026.
  • Sanctuary Advisors bought 1,494 Brookfield Renewable shares in Q1 2026, an estimated $45K.
  • Brookfield Renewable made up 0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #930 holding.
  • Sanctuary Advisors first reported a position in Brookfield Renewable in Q2 2025 and has held it in 4 quarters since.
  • 255 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.