Sequoia Financial Advisors’s Brookfield Renewable BEP Stock Holding History

Sequoia Financial 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 Q2	$6.9M	Sell	198,536 -10	-0%	-$347	0.03%	286
2026 Q1	$6.48M	Sell	198,546 -2,685	-1%	-$80.9K	0.04%	273
2025 Q4	$5.43M	Buy	201,231 +58	+0%	+$1.65K	0.03%	311
2025 Q3	$5.19M	Sell	201,173 -5,076	-2%	-$131K	0.03%	301
2025 Q2	$5.26M	Sell	206,249 -3,025	-1%	-$71.2K	0.04%	274
2025 Q1	$4.64M	Sell	209,274 -37,357	-15%	-$834K	0.04%	278
2024 Q4	$5.62M	Buy	246,631 +26,950	+12%	+$688K	0.05%	241
2024 Q3	$6.19M	Buy	+219,681	New	+$5.53M	0.07%	196

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Sequoia Financial Advisors's BEP Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Brookfield Renewable (BEP) stake by 0.01% in Q2 2026, selling an estimated $347 and leaving 198,536 shares worth $6.9M. The position accounts for 0.03% of the portfolio, ranked #286.

Sequoia Financial Advisors first reported a position in BEP in Q3 2024 and has held it in 8 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Sequoia Financial Advisors held 198,536 shares of Brookfield Renewable worth $6.9M as of Q2 2026.
Sequoia Financial Advisors sold 10 Brookfield Renewable shares in Q2 2026, an estimated $347.
Brookfield Renewable made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #286 holding.
Sequoia Financial Advisors first reported a position in Brookfield Renewable in Q3 2024 and has held it in 8 quarters since.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.