Stifel Financial
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Stifel Financial’s Brookfield Renewable BEP Stock Holding History

Stifel Financial’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 		$1.29M Buy
37,073
+1,161
+3% +$40.3K ﹤0.01% 2387
2026
Q1 		$1.17M Sell
35,912
-300
-0.8% -$9.04K ﹤0.01% 2349
2025
Q4 		$977K Sell
36,212
-1,068
-3% -$30.4K ﹤0.01% 2450
2025
Q3 		$961K Sell
37,280
-1,222
-3% -$31.5K ﹤0.01% 2412
2025
Q2 		$982K Buy
38,502
+3,640
+10% +$85.6K ﹤0.01% 2343
2025
Q1 		$773K Buy
34,862
+4,216
+14% +$94.2K ﹤0.01% 2397
2024
Q4 		$698K Sell
30,646
-568
-2% -$14.5K ﹤0.01% 2480
2024
Q3 		$880K Buy
31,214
+403
+1% +$10.1K ﹤0.01% 2314
2024
Q2 		$763K Buy
30,811
+340
+1% +$8.46K ﹤0.01% 2348
2024
Q1 		$708K Sell
30,471
-199
-0.6% -$4.83K ﹤0.01% 2406
2023
Q4 		$806K Sell
30,670
-128
-0.4% -$3.03K ﹤0.01% 2272
2023
Q3 		$670K Buy
30,798
+7,219
+31% +$194K ﹤0.01% 2324
2023
Q2 		$695K Sell
23,579
-929
-4% -$28.6K ﹤0.01% 2313
2023
Q1 		$772K Buy
24,508
+365
+2% +$10.3K ﹤0.01% 2238
2022
Q4 		$612K Sell
24,143
-9,847
-29% -$281K ﹤0.01% 2356
2022
Q3 		$1.06M Sell
33,990
-11,981
-26% -$443K ﹤0.01% 1930
2022
Q2 		$1.6M Buy
45,971
+23,666
+106% +$852K ﹤0.01% 1649
2022
Q1 		$916K Buy
22,305
+745
+3% +$26.7K ﹤0.01% 2174
2021
Q4 		$771K Buy
21,560
+609
+3% +$22.4K ﹤0.01% 2309
2021
Q3 		$774K Sell
20,951
-5,593
-21% -$217K ﹤0.01% 2284
2021
Q2 		$1.02M Sell
26,544
-1,172
-4% -$46.4K ﹤0.01% 2076
2021
Q1 		$1.18M Sell
27,716
-611
-2% -$27.1K ﹤0.01% 1884
2020
Q4 		$1.22M Buy
28,327
+371
+1% +$14.2K ﹤0.01% 1702
2020
Q3 		$980K Sell
27,956
-3,440
-11% -$102K ﹤0.01% 1648
2020
Q2 		$802K Sell
31,396
-12,784
-29% -$321K ﹤0.01% 1717
2020
Q1 		$993K Sell
44,180
-15
-0% -$380 ﹤0.01% 1444
2019
Q4 		$1.09M Buy
44,195
+4,987
+13% +$118K ﹤0.01% 1757
2019
Q3 		$842K Buy
39,208
+9,109
+30% +$178K ﹤0.01% 1860
2019
Q2 		$551K Buy
30,099
+4,470
+17% +$77.2K ﹤0.01% 2158
2019
Q1 		$437K Buy
25,629
+6,160
+32% +$97.2K ﹤0.01% 2144
2018
Q4 		$272K Buy
+19,469
New +$291K ﹤0.01% 2288

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

Stifel Financial's BEP Position: Q2 2026 in Review

Stifel Financial increased its Brookfield Renewable (BEP) stake by 3.2% in Q2 2026, buying an estimated $40.3K and bringing the position to 37,073 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #2387.

Stifel Financial first reported a position in BEP in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.6M in Q2 2022. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Stifel Financial held 37,073 shares of Brookfield Renewable worth $1.29M as of Q2 2026.
  • Stifel Financial bought 1,161 Brookfield Renewable shares in Q2 2026, an estimated $40.3K.
  • Brookfield Renewable made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2387 holding.
  • Stifel Financial first reported a position in Brookfield Renewable in Q4 2018 and has held it in 31 quarters since.
  • Stifel Financial's Brookfield Renewable position peaked at $1.6M in Q2 2022.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.