Susquehanna Fundamental Investments’s Brookfield Renewable BEP Stock Holding History

Susquehanna Fundamental Investments’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 Q2	–	Sell	-11,900	Closed	-$264K	–	750
2025 Q1	$264K	Sell	11,900 -3,300	-22%	-$73.7K	﹤0.01%	967
2024 Q4	$346K	Buy	+15,200	New	+$388K	0.01%	916
2024 Q2	$359K	Buy	+14,500	New	+$361K	0.01%	753
2024 Q1	–	Sell	-8,200	Closed	-$215K	–	669
2023 Q4	$215K	Sell	8,200 -12,400	-60%	-$294K	0.22%	48
2023 Q3	$448K	Hold	20,600	–	–	0.03%	264
2023 Q2	$607K	Sell	20,600 -1,000	-5%	-$30.8K	0.02%	412
2023 Q1	$681K	Hold	21,600	–	–	0.02%	613
2022 Q4	$547K	Buy	+21,600	New	+$617K	0.01%	843
2022 Q1	$695K	Buy	16,900 +7,600	+82%	+$273K	0.01%	968
2021 Q4	$333K	Buy	+9,300	New	+$343K	0.01%	1086

Other funds holding BEP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Susquehanna Fundamental Investments's BEP Position: Q2 2025 in Review

Susquehanna Fundamental Investments sold out of Brookfield Renewable (BEP) in Q2 2025, closing a stake of 11,900 shares — an estimated $264K sold.

Susquehanna Fundamental Investments first reported a position in BEP in Q4 2021 and held it in 10 quarters. The position peaked at $695K in Q1 2022. 223 funds tracked by Wall St. Rank hold BEP as of Q2 2025.

Susquehanna Fundamental Investments reported no remaining Brookfield Renewable position as of Q2 2025 after selling out during the quarter.
Susquehanna Fundamental Investments sold 11,900 Brookfield Renewable shares in Q2 2025, an estimated $264K.
Susquehanna Fundamental Investments first reported a position in Brookfield Renewable in Q4 2021 and held it in 10 quarters.
Susquehanna Fundamental Investments's Brookfield Renewable position peaked at $695K in Q1 2022.
223 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2025, filed 14 Aug 2025.