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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
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 $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return