Tidemark’s Brookfield Renewable BEP Stock Holding History

Tidemark’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 Q2	$7.81K	Hold	225	–	–	﹤0.01%	537
2026 Q1	$7.34K	Hold	225	–	–	﹤0.01%	501
2025 Q4	$6.07K	Hold	225	–	–	﹤0.01%	478
2025 Q3	$5.8K	Hold	225	–	–	﹤0.01%	511
2025 Q2	$5.74K	Hold	225	–	–	﹤0.01%	506
2025 Q1	$4.99K	Hold	225	–	–	﹤0.01%	524
2024 Q4	$5.13K	Hold	225	–	–	﹤0.01%	505
2024 Q3	$6.34K	Hold	225	–	–	﹤0.01%	475
2024 Q2	$5.57K	Hold	225	–	–	﹤0.01%	459
2024 Q1	$5.23K	Hold	225	–	–	﹤0.01%	505
2023 Q4	$5.91K	Buy	+225	New	+$5.33K	﹤0.01%	482

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Tidemark's BEP Position: Q2 2026 in Review

Tidemark held its Brookfield Renewable (BEP) position steady in Q2 2026 at 225 shares worth $7.81K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Tidemark first reported a position in BEP in Q4 2023 and has held it in 11 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Tidemark held 225 shares of Brookfield Renewable worth $7.81K as of Q2 2026.
Tidemark left its Brookfield Renewable share count unchanged in Q2 2026.
Brookfield Renewable made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #537 holding.
Tidemark first reported a position in Brookfield Renewable in Q4 2023 and has held it in 11 quarters since.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.