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SeaCrest Wealth Management’s Brookfield Renewable BEP Stock Holding History

SeaCrest Wealth Management’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 		– Sell
-11,624
Closed -$379K – 559
2026
Q1 		$379K Sell
11,624
-1,900
-14% -$57.3K 0.04% 409
2025
Q4 		$372K Sell
13,524
-905
-6% -$25.7K 0.04% 401
2025
Q3 		$403K Sell
14,429
-1,805
-11% -$46.5K 0.04% 373
2025
Q2 		$414K Sell
16,234
-975
-6% -$22.9K 0.05% 369
2025
Q1 		$381K Sell
17,209
-75
-0.4% -$1.68K 0.04% 405
2024
Q4 		$394K Sell
17,284
-970
-5% -$24.8K 0.04% 408
2024
Q3 		$514K Sell
18,254
-1,550
-8% -$39K 0.06% 332
2024
Q2 		$491K Buy
+19,804
New +$493K 0.06% 319
2022
Q3 		– Sell
-1,955
Closed -$68K – 710
2022
Q2 		$68K Buy
+1,955
New +$70.4K 0.01% 999
2019
Q2 		– Sell
-685
Closed -$12K – 647
2019
Q1 		$12K Sell
685
-432
-39% -$6.82K ﹤0.01% 1460
2018
Q4 		$15K Sell
1,117
-412
-27% -$6.17K ﹤0.01% 1346
2018
Q3 		$25K Hold
1,529
– – ﹤0.01% 1287
2018
Q2 		$24K Buy
1,529
+93
+6% +$1.52K ﹤0.01% 1282
2018
Q1 		$24K Sell
1,436
-272
-16% -$4.65K ﹤0.01% 1252
2017
Q4 		$32K Buy
+1,708
New +$30.9K 0.01% 1142

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

SeaCrest Wealth Management's BEP Position: Q2 2026 in Review

SeaCrest Wealth Management sold out of Brookfield Renewable (BEP) in Q2 2026, closing a stake of 11,624 shares — an estimated $379K sold.

SeaCrest Wealth Management first reported a position in BEP in Q4 2017 and held it in 15 quarters. The position peaked at $514K in Q3 2024. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • SeaCrest Wealth Management reported no remaining Brookfield Renewable position as of Q2 2026 after selling out during the quarter.
  • SeaCrest Wealth Management sold 11,624 Brookfield Renewable shares in Q2 2026, an estimated $379K.
  • SeaCrest Wealth Management first reported a position in Brookfield Renewable in Q4 2017 and held it in 15 quarters.
  • SeaCrest Wealth Management's Brookfield Renewable position peaked at $514K in Q3 2024.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.