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Steward Partners Investment Advisory’s Brookfield Renewable BEP Stock Holding History

Steward Partners Investment Advisory’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 		$51.7K Buy
1,490
+472
+46% +$16.4K ﹤0.01% 2923
2026
Q1 		$33.2K Sell
1,018
-200
-16% -$6.03K ﹤0.01% 2994
2025
Q4 		$32.8K Sell
1,218
-137
-10% -$3.9K ﹤0.01% 2900
2025
Q3 		$34.9K Sell
1,355
-1,718
-56% -$44.3K ﹤0.01% 2791
2025
Q2 		$78.4K Buy
3,073
+32
+1% +$753 ﹤0.01% 2245
2025
Q1 		$67.4K Sell
3,041
-58
-2% -$1.29K ﹤0.01% 2225
2024
Q4 		$70.6K Buy
3,099
+1,391
+81% +$35.5K ﹤0.01% 2158
2024
Q3 		$48.1K Buy
1,708
+165
+11% +$4.15K ﹤0.01% 2252
2024
Q2 		$38.2K Sell
1,543
-825
-35% -$20.5K ﹤0.01% 2231
2024
Q1 		$55K Sell
2,368
-7,075
-75% -$172K ﹤0.01% 2064
2023
Q4 		$248K Buy
9,443
+750
+9% +$17.8K ﹤0.01% 1294
2023
Q3 		$189K Buy
8,693
+6,600
+315% +$178K ﹤0.01% 1309
2023
Q2 		$61.7K Sell
2,093
-62
-3% -$1.91K ﹤0.01% 1796
2023
Q1 		$67.9K Buy
2,155
+883
+69% +$24.9K ﹤0.01% 1732
2022
Q4 		$32.2K Sell
1,272
-4,100
-76% -$117K ﹤0.01% 2011
2022
Q3 		$168K Hold
5,372
– – ﹤0.01% 1265
2022
Q2 		$187K Hold
5,372
– – ﹤0.01% 1229
2022
Q1 		$221K Buy
5,372
+60
+1% +$2.15K ﹤0.01% 1257
2021
Q4 		$191K Sell
5,312
-400
-7% -$14.7K ﹤0.01% 1332
2021
Q3 		$211K Buy
5,712
+22
+0.4% +$854 ﹤0.01% 1253
2021
Q2 		$220K Sell
5,690
-79
-1% -$3.13K ﹤0.01% 1467
2021
Q1 		$246K Buy
5,769
+186
+3% +$8.23K ﹤0.01% 1201
2020
Q4 		$241K Sell
5,583
-5,726
-51% -$219K 0.01% 992
2020
Q3 		$396K Sell
11,309
-3,185
-22% -$94.1K 0.01% 726
2020
Q2 		$370K Buy
14,494
+13,302
+1,116% +$334K 0.01% 710
2020
Q1 		$26K Hold
1,192
– – ﹤0.01% 1502
2019
Q4 		$29K Sell
1,192
-358
-23% -$8.45K ﹤0.01% 1634
2019
Q3 		$33K Buy
1,550
+358
+30% +$7K ﹤0.01% 1526
2019
Q2 		$21K Buy
+1,192
New +$20.6K ﹤0.01% 1683
2018
Q4 		– Sell
-253
Closed -$4K – 899
2018
Q3 		$4K Buy
253
+84
+50% +$1.38K ﹤0.01% 2172
2018
Q2 		$3K Buy
169
+75
+80% +$1.23K ﹤0.01% 2108
2018
Q1 		$1K Buy
+94
New +$1.61K ﹤0.01% 2106

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

Steward Partners Investment Advisory's BEP Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Brookfield Renewable (BEP) stake by 46% in Q2 2026, buying an estimated $16.4K and bringing the position to 1,490 shares worth $51.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2923.

Steward Partners Investment Advisory first reported a position in BEP in Q1 2018 and has held it in 32 quarters since. The position peaked at $396K in Q3 2020. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Steward Partners Investment Advisory held 1,490 shares of Brookfield Renewable worth $51.7K as of Q2 2026.
  • Steward Partners Investment Advisory bought 472 Brookfield Renewable shares in Q2 2026, an estimated $16.4K.
  • Brookfield Renewable made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2923 holding.
  • Steward Partners Investment Advisory first reported a position in Brookfield Renewable in Q1 2018 and has held it in 32 quarters since.
  • Steward Partners Investment Advisory's Brookfield Renewable position peaked at $396K in Q3 2020.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.