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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
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

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 $528B 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 $245B 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