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Sittner & Nelson’s Brookfield Renewable BEP Stock Holding History

Sittner & Nelson’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
2023
Q2 		– Sell
-2,250
Closed -$70.9K – 490
2023
Q1 		$70.9K Hold
2,250
– – 0.04% 189
2022
Q4 		$57K Hold
2,250
– – 0.03% 207
2022
Q3 		$70K Hold
2,250
– – 0.05% 180
2022
Q2 		$78K Hold
2,250
– – 0.05% 176
2022
Q1 		$92K Hold
2,250
– – 0.05% 156
2021
Q4 		$81K Buy
+2,250
New +$82.9K 0.05% 164

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Sittner & Nelson's BEP Position: Q2 2023 in Review

Sittner & Nelson sold out of Brookfield Renewable (BEP) in Q2 2023, closing a stake of 2,250 shares — an estimated $70.9K sold.

Sittner & Nelson first reported a position in BEP in Q4 2021 and held it in 6 quarters. The position peaked at $92K in Q1 2022. 218 funds tracked by Wall St. Rank hold BEP as of Q2 2023.

  • Sittner & Nelson reported no remaining Brookfield Renewable position as of Q2 2023 after selling out during the quarter.
  • Sittner & Nelson sold 2,250 Brookfield Renewable shares in Q2 2023, an estimated $70.9K.
  • Sittner & Nelson first reported a position in Brookfield Renewable in Q4 2021 and held it in 6 quarters.
  • Sittner & Nelson's Brookfield Renewable position peaked at $92K in Q1 2022.
  • 218 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2023.

Based on Sittner & Nelson's 13F filing for Q2 2023, filed 14 Aug 2023.