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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
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 $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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 $269B 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

Strategic Wealth Partners's BEP Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Brookfield Renewable (BEP) stake by 1.2% in Q1 2026, selling an estimated $4.76K and leaving 12,681 shares worth $414K. The position accounts for 0.03% of the portfolio, ranked #214.

Strategic Wealth Partners first reported a position in BEP in Q2 2025 and has held it in 4 quarters since. The position peaked at $543K in Q3 2025. 255 funds tracked by Wall St. Rank hold BEP as of Q1 2026.

  • Strategic Wealth Partners held 12,681 shares of Brookfield Renewable worth $414K as of Q1 2026.
  • Strategic Wealth Partners sold 158 Brookfield Renewable shares in Q1 2026, an estimated $4.76K.
  • Brookfield Renewable made up 0.03% of Strategic Wealth Partners's portfolio in Q1 2026, its #214 holding.
  • Strategic Wealth Partners first reported a position in Brookfield Renewable in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Brookfield Renewable position peaked at $543K in Q3 2025.
  • 255 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.