Sowell Financial Services’s Brookfield Renewable BEP Stock Holding History

Sowell Financial Services’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	$333K	Hold	9,599	–	–	0.01%	822
2026 Q1	$313K	Hold	9,599	–	–	0.01%	822
2025 Q4	$259K	Hold	9,599	–	–	0.01%	890
2025 Q3	$248K	Hold	9,599	–	–	0.01%	899
2025 Q2	$245K	Hold	9,599	–	–	0.01%	875
2025 Q1	$213K	Buy	+9,599	New	+$214K	0.01%	910
2023 Q2	–	Sell	-9,599	Closed	-$302K	–	580
2023 Q1	$302K	Buy	+9,599	New	+$271K	0.02%	553
2020 Q1	–	Sell	-938	Closed	-$23K	–	2427
2019 Q4	$23K	Buy	+938	New	+$22.1K	﹤0.01%	1381

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

Sowell Financial Services's BEP Position: Q2 2026 in Review

Sowell Financial Services held its Brookfield Renewable (BEP) position steady in Q2 2026 at 9,599 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #822.

Sowell Financial Services first reported a position in BEP in Q4 2019 and has held it in 8 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Sowell Financial Services held 9,599 shares of Brookfield Renewable worth $333K as of Q2 2026.
Sowell Financial Services left its Brookfield Renewable share count unchanged in Q2 2026.
Brookfield Renewable made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #822 holding.
Sowell Financial Services first reported a position in Brookfield Renewable in Q4 2019 and has held it in 8 quarters since.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.