SWP
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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
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

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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