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Smartleaf Asset Management’s Brookfield Renewable BEP Stock Holding History

Smartleaf Asset 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
2025
Q2 		– Sell
-110
Closed -$2.45K – 2747
2025
Q1 		$2.45K Buy
+110
New +$2.46K ﹤0.01% 2422

Other funds holding BEP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Smartleaf Asset Management's BEP Position: Q2 2025 in Review

Smartleaf Asset Management sold out of Brookfield Renewable (BEP) in Q2 2025, closing a stake of 110 shares — an estimated $2.45K sold.

Smartleaf Asset Management first reported a position in BEP in Q1 2025 and held it in 1 quarter. The position peaked at $2.45K in Q1 2025. 222 funds tracked by Wall St. Rank hold BEP as of Q2 2025.

  • Smartleaf Asset Management reported no remaining Brookfield Renewable position as of Q2 2025 after selling out during the quarter.
  • Smartleaf Asset Management sold 110 Brookfield Renewable shares in Q2 2025, an estimated $2.45K.
  • Smartleaf Asset Management first reported a position in Brookfield Renewable in Q1 2025 and held it in 1 quarter.
  • Smartleaf Asset Management's Brookfield Renewable position peaked at $2.45K in Q1 2025.
  • 222 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2025.

Based on Smartleaf Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.