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Strategic Wealth Partners’s Brookfield Renewable BEP Stock Holding History

Strategic Wealth Partners’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 		$440K Hold
12,681
– – 0.03% 213
2026
Q1 		$414K Sell
12,681
-158
-1% -$4.76K 0.03% 214
2025
Q4 		$346K Sell
12,839
-8,204
-39% -$233K 0.02% 247
2025
Q3 		$543K Buy
21,043
+708
+3% +$18.2K 0.04% 221
2025
Q2 		$519K Buy
+20,335
New +$478K 0.04% 206

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

Strategic Wealth Partners's BEP Position: Q2 2026 in Review

Strategic Wealth Partners held its Brookfield Renewable (BEP) position steady in Q2 2026 at 12,681 shares worth $440K. The position accounts for 0.03% of the portfolio, ranked #213.

Strategic Wealth Partners first reported a position in BEP in Q2 2025 and has held it in 5 quarters since. The position peaked at $543K in Q3 2025. 253 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Strategic Wealth Partners held 12,681 shares of Brookfield Renewable worth $440K as of Q2 2026.
  • Strategic Wealth Partners left its Brookfield Renewable share count unchanged in Q2 2026.
  • Brookfield Renewable made up 0.03% of Strategic Wealth Partners's portfolio in Q2 2026, its #213 holding.
  • Strategic Wealth Partners first reported a position in Brookfield Renewable in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Brookfield Renewable position peaked at $543K in Q3 2025.
  • 253 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.