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Tacita Capital’s Brookfield Renewable BEP Stock Holding History

Tacita Capital’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 		$3.7M Sell
113,880
-5,221
-4% -$157K 2.19% 16
2025
Q4 		$3.22M Buy
119,101
+770
+0.7% +$21.9K 1.87% 18
2025
Q3 		$3.05M Buy
118,331
+3,987
+3% +$103K 1.84% 19
2025
Q2 		$2.91M Hold
114,344
– – 1.87% 17
2025
Q1 		$2.53M Sell
114,344
-262
-0.2% -$5.85K 1.82% 20
2024
Q4 		$2.6M Buy
114,606
+23
+0% +$587 1.86% 18
2024
Q3 		$3.24M Buy
114,583
+1,957
+2% +$49.2K 2.11% 15
2024
Q2 		$2.78M Sell
112,626
-6,300
-5% -$157K 1.97% 17
2024
Q1 		$2.77M Hold
118,926
– – 1.92% 18
2023
Q4 		$3.13M Buy
118,926
+10,915
+10% +$258K 2.32% 14
2023
Q3 		$2.35M Buy
108,011
+20,000
+23% +$539K 1.84% 19
2023
Q2 		$2.6M Hold
88,011
– – 1.91% 18
2023
Q1 		$2.77M Buy
88,011
+2,215
+3% +$62.5K 2.09% 17
2022
Q4 		$2.17M Buy
85,796
+7,175
+9% +$205K 1.63% 24
2022
Q3 		$2.46M Hold
78,621
– – 1.91% 19
2022
Q2 		$2.73M Buy
78,621
+11,535
+17% +$415K 1.89% 18
2022
Q1 		$2.76M Hold
67,086
– – 1.59% 27
2021
Q4 		$2.4M Sell
67,086
-615
-0.9% -$22.7K 1.37% 29
2021
Q3 		$2.48M Buy
67,701
+2,971
+5% +$115K 1.52% 25
2021
Q2 		$2.5M Buy
64,730
+8,260
+15% +$327K 1.51% 25
2021
Q1 		$2.41M Sell
56,470
-13,246
-19% -$586K 1.56% 24
2020
Q4 		$3M Buy
+69,716
New +$2.67M 1.98% 17

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
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

Tacita Capital's BEP Position: Q1 2026 in Review

Tacita Capital reduced its Brookfield Renewable (BEP) stake by 4.4% in Q1 2026, selling an estimated $157K and leaving 113,880 shares worth $3.7M. The position accounts for 2.19% of the portfolio, ranked #16.

Tacita Capital first reported a position in BEP in Q4 2020 and has held it in 22 quarters since. 255 funds tracked by Wall St. Rank hold BEP as of Q1 2026.

  • Tacita Capital held 113,880 shares of Brookfield Renewable worth $3.7M as of Q1 2026.
  • Tacita Capital sold 5,221 Brookfield Renewable shares in Q1 2026, an estimated $157K.
  • Brookfield Renewable made up 2.19% of Tacita Capital's portfolio in Q1 2026, its #16 holding.
  • Tacita Capital first reported a position in Brookfield Renewable in Q4 2020 and has held it in 22 quarters since.
  • 255 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on Tacita Capital's 13F filing for Q1 2026, filed 7 May 2026.