TCA
BEP icon

Trifecta Capital Advisors’s Brookfield Renewable BEP Stock Holding History

Trifecta Capital 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
Q2 		– Sell
-3,100
Closed -$68.7K – 482
2025
Q1 		$68.7K Buy
+3,100
New +$69.2K 0.01% 127

Other funds holding BEP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Trifecta Capital Advisors's BEP Position: Q2 2025 in Review

Trifecta Capital Advisors sold out of Brookfield Renewable (BEP) in Q2 2025, closing a stake of 3,100 shares — an estimated $68.7K sold.

Trifecta Capital Advisors first reported a position in BEP in Q1 2025 and held it in 1 quarter. The position peaked at $68.7K in Q1 2025. 222 funds tracked by Wall St. Rank hold BEP as of Q2 2025.

  • Trifecta Capital Advisors reported no remaining Brookfield Renewable position as of Q2 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 3,100 Brookfield Renewable shares in Q2 2025, an estimated $68.7K.
  • Trifecta Capital Advisors first reported a position in Brookfield Renewable in Q1 2025 and held it in 1 quarter.
  • Trifecta Capital Advisors's Brookfield Renewable position peaked at $68.7K in Q1 2025.
  • 222 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2025.

Based on Trifecta Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.