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Sunbelt Securities’s Brookfield Renewable BEP Stock Holding History

Sunbelt Securities’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
Q4 		– Sell
-1
Closed -$19 – 2800
2025
Q3 		$19 Sell
1
-193
-99% -$4.97K ﹤0.01% 2658
2025
Q2 		$4.42K Sell
194
-2
-1% -$47 ﹤0.01% 1472
2025
Q1 		$4.35K Buy
196
+2
+1% +$45 ﹤0.01% 1447
2024
Q4 		$4.45K Sell
194
-766
-80% -$19.6K ﹤0.01% 1471
2024
Q3 		$27.1K Buy
960
+192
+25% +$4.83K ﹤0.01% 1088
2024
Q2 		$19K Hold
768
– – ﹤0.01% 1142
2024
Q1 		$17.8K Buy
+768
New +$18.7K ﹤0.01% 1114

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Sunbelt Securities's BEP Position: Q4 2025 in Review

Sunbelt Securities sold out of Brookfield Renewable (BEP) in Q4 2025, closing a stake of 1 share — an estimated $19 sold.

Sunbelt Securities first reported a position in BEP in Q1 2024 and held it in 7 quarters. The position peaked at $27.1K in Q3 2024. 241 funds tracked by Wall St. Rank hold BEP as of Q4 2025.

  • Sunbelt Securities reported no remaining Brookfield Renewable position as of Q4 2025 after selling out during the quarter.
  • Sunbelt Securities sold 1 Brookfield Renewable share in Q4 2025, an estimated $19.
  • Sunbelt Securities first reported a position in Brookfield Renewable in Q1 2024 and held it in 7 quarters.
  • Sunbelt Securities's Brookfield Renewable position peaked at $27.1K in Q3 2024.
  • 241 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2025.

Based on Sunbelt Securities's 13F filing for Q4 2025, filed 20 Feb 2026.