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SOA Wealth Advisors’s Brookfield Renewable BEP Stock Holding History

SOA Wealth 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 		$45.5K Buy
45,509
+17,239
+61% +$599K 0.01% 405
2026
Q1 		$28.3K Hold
28,270
– – 0.01% 450
2025
Q4 		$28.3K Hold
28,270
– – ﹤0.01% 451
2025
Q3 		$28.3K Hold
28,270
– – ﹤0.01% 461
2025
Q2 		$28.3K Buy
28,270
+1,945
+7% +$45.8K 0.01% 448
2025
Q1 		$26.3K Buy
+26,325
New +$588K 0.01% 424

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

SOA Wealth Advisors's BEP Position: Q2 2026 in Review

SOA Wealth Advisors increased its Brookfield Renewable (BEP) stake by 61% in Q2 2026, buying an estimated $599K and bringing the position to 45,509 shares worth $45.5K. The position accounts for 0.01% of the portfolio, ranked #405.

SOA Wealth Advisors first reported a position in BEP in Q1 2025 and has held it in 6 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • SOA Wealth Advisors held 45,509 shares of Brookfield Renewable worth $45.5K as of Q2 2026.
  • SOA Wealth Advisors bought 17,239 Brookfield Renewable shares in Q2 2026, an estimated $599K.
  • Brookfield Renewable made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #405 holding.
  • SOA Wealth Advisors first reported a position in Brookfield Renewable in Q1 2025 and has held it in 6 quarters since.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.