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Summit Trail Advisors’s Brookfield Renewable BEP Stock Holding History

Summit Trail Advisors’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
2025
Q1 		– Sell
-13,830
Closed -$315K – 428
2024
Q4 		$315K Buy
+13,830
New +$353K 0.01% 282
2020
Q4 		– Sell
-11,550
Closed -$453K – 201
2020
Q3 		$453K Buy
+11,550
New +$341K 0.09% 115

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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Summit Trail Advisors's BEP Position: Q1 2025 in Review

Summit Trail Advisors sold out of Brookfield Renewable (BEP) in Q1 2025, closing a stake of 13,830 shares — an estimated $315K sold.

Summit Trail Advisors first reported a position in BEP in Q3 2020 and held it in 2 quarters. The position peaked at $453K in Q3 2020. 214 funds tracked by Wall St. Rank hold BEP as of Q1 2025.

  • Summit Trail Advisors reported no remaining Brookfield Renewable position as of Q1 2025 after selling out during the quarter.
  • Summit Trail Advisors sold 13,830 Brookfield Renewable shares in Q1 2025, an estimated $315K.
  • Summit Trail Advisors first reported a position in Brookfield Renewable in Q3 2020 and held it in 2 quarters.
  • Summit Trail Advisors's Brookfield Renewable position peaked at $453K in Q3 2020.
  • 214 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2025.

Based on Summit Trail Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.