SWP
BEP icon

Stratos Wealth Partners’s Brookfield Renewable BEP Stock Holding History

Stratos 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 		$380K Buy
10,954
+43
+0.4% +$1.49K ﹤0.01% 1275
2026
Q1 		$356K Sell
10,911
-135
-1% -$4.07K ﹤0.01% 1233
2025
Q4 		$298K Buy
11,046
+29
+0.3% +$825 ﹤0.01% 1291
2025
Q3 		$284K Buy
11,017
+129
+1% +$3.32K ﹤0.01% 1273
2025
Q2 		$278K Buy
10,888
+70
+0.6% +$1.65K ﹤0.01% 1171
2025
Q1 		$240K Sell
10,818
-1,968
-15% -$44K ﹤0.01% 1193
2024
Q4 		$291K Buy
12,786
+32
+0.3% +$817 ﹤0.01% 1155
2024
Q3 		$359K Buy
12,754
+114
+0.9% +$2.87K 0.01% 1063
2024
Q2 		$313K Sell
12,640
-1,912
-13% -$47.6K 0.01% 1075
2024
Q1 		$338K Buy
14,552
+826
+6% +$20.1K 0.01% 1047
2023
Q4 		$361K Buy
13,726
+2,500
+22% +$59.2K 0.01% 998
2023
Q3 		$244K Buy
+11,226
New +$302K 0.01% 1097
2020
Q2 		– Sell
-9,345
Closed -$212K – 1001
2020
Q1 		$212K Buy
9,345
+347
+4% +$8.78K 0.01% 797
2019
Q4 		$224K Sell
8,998
-3,002
-25% -$70.8K 0.01% 864
2019
Q3 		$260K Hold
12,000
– – 0.01% 777
2019
Q2 		$221K Buy
+12,000
New +$207K 0.01% 842
2018
Q4 		– Sell
-5,630
Closed -$91K – 976
2018
Q3 		$91K Buy
+5,630
New +$92.4K ﹤0.01% 1169
2018
Q2 		– Sell
-5,630
Closed -$93K – 1113
2018
Q1 		$93K Hold
5,630
– – ﹤0.01% 1245
2017
Q4 		$105K Buy
+5,630
New +$102K ﹤0.01% 1164

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

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

Stratos Wealth Partners increased its Brookfield Renewable (BEP) stake by 0.39% in Q2 2026, buying an estimated $1.49K and bringing the position to 10,954 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

Stratos Wealth Partners first reported a position in BEP in Q4 2017 and has held it in 19 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Stratos Wealth Partners held 10,954 shares of Brookfield Renewable worth $380K as of Q2 2026.
  • Stratos Wealth Partners bought 43 Brookfield Renewable shares in Q2 2026, an estimated $1.49K.
  • Brookfield Renewable made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1275 holding.
  • Stratos Wealth Partners first reported a position in Brookfield Renewable in Q4 2017 and has held it in 19 quarters since.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.