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Spire Wealth Management’s Brookfield Renewable BEP Stock Holding History

Spire Wealth 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
2026
Q2 		$10.3K Sell
297
-466
-61% -$16.2K ﹤0.01% 1643
2026
Q1 		$24.9K Buy
763
+5
+0.7% +$151 ﹤0.01% 1361
2025
Q4 		$20.5K Buy
758
+302
+66% +$8.59K ﹤0.01% 1477
2025
Q3 		$11.8K Buy
456
+5
+1% +$129 ﹤0.01% 1690
2025
Q2 		$11.5K Sell
451
-187
-29% -$4.4K ﹤0.01% 1677
2025
Q1 		$14.1K Buy
638
+8
+1% +$179 ﹤0.01% 1722
2024
Q4 		$14.4K Buy
630
+6
+1% +$153 ﹤0.01% 1733
2024
Q3 		$17.6K Buy
624
+7
+1% +$176 ﹤0.01% 1475
2024
Q2 		$15.3K Sell
617
-1,389
-69% -$34.6K ﹤0.01% 1524
2024
Q1 		$46.6K Hold
2,006
– – ﹤0.01% 1241
2023
Q4 		$51.5K Buy
2,006
+48
+2% +$1.14K ﹤0.01% 1192
2023
Q3 		$42.6K Sell
1,958
-744
-28% -$20K ﹤0.01% 1220
2023
Q2 		$79.7K Buy
2,702
+1,363
+102% +$41.9K ﹤0.01% 1039
2023
Q1 		$42.2K Buy
1,339
+16
+1% +$451 ﹤0.01% 1267
2022
Q4 		$34K Buy
1,323
+12
+0.9% +$343 ﹤0.01% 1127
2022
Q3 		$41K Buy
1,311
+11
+0.8% +$407 ﹤0.01% 1019
2022
Q2 		$45K Buy
1,300
+9
+0.7% +$324 ﹤0.01% 1331
2022
Q1 		$53K Sell
1,291
-230
-15% -$8.25K ﹤0.01% 1424
2021
Q4 		$54K Buy
1,521
+26
+2% +$958 ﹤0.01% 1681
2021
Q3 		$55K Buy
1,495
+11
+0.7% +$427 ﹤0.01% 1431
2021
Q2 		$57K Sell
1,484
-6
-0.4% -$237 ﹤0.01% 1422
2021
Q1 		$63K Buy
+1,490
New +$66K ﹤0.01% 1605

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

Spire Wealth Management's BEP Position: Q2 2026 in Review

Spire Wealth Management reduced its Brookfield Renewable (BEP) stake by 61% in Q2 2026, selling an estimated $16.2K and leaving 297 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1643.

Spire Wealth Management first reported a position in BEP in Q1 2021 and has held it in 22 quarters since. The position peaked at $79.7K in Q2 2023. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Spire Wealth Management held 297 shares of Brookfield Renewable worth $10.3K as of Q2 2026.
  • Spire Wealth Management sold 466 Brookfield Renewable shares in Q2 2026, an estimated $16.2K.
  • Brookfield Renewable made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1643 holding.
  • Spire Wealth Management first reported a position in Brookfield Renewable in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Brookfield Renewable position peaked at $79.7K in Q2 2023.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.