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TruNorth Capital Management’s Brookfield Renewable BEP Stock Holding History

TruNorth Capital Management’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
-1,513
Closed -$39K – 142
2025
Q3 		$39K Hold
1,513
– – 0.01% 221
2025
Q2 		$38.6K Hold
1,513
– – 0.01% 190
2025
Q1 		$33.5K Hold
1,513
– – 0.01% 253
2024
Q4 		$34.5K Hold
1,513
– – 0.01% 181
2024
Q3 		$42.6K Hold
1,513
– – 0.01% 165
2024
Q2 		$37.5K Hold
1,513
– – 0.01% 152
2024
Q1 		$35.1K Buy
+1,513
New +$36.8K 0.01% 118

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 $204B AUM 27.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $45.6B AUM 44.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

TruNorth Capital Management's BEP Position: Q4 2025 in Review

TruNorth Capital Management sold out of Brookfield Renewable (BEP) in Q4 2025, closing a stake of 1,513 shares — an estimated $39K sold.

TruNorth Capital Management first reported a position in BEP in Q1 2024 and held it in 7 quarters. The position peaked at $42.6K in Q3 2024. 242 funds tracked by Wall St. Rank hold BEP as of Q4 2025.

  • TruNorth Capital Management reported no remaining Brookfield Renewable position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 1,513 Brookfield Renewable shares in Q4 2025, an estimated $39K.
  • TruNorth Capital Management first reported a position in Brookfield Renewable in Q1 2024 and held it in 7 quarters.
  • TruNorth Capital Management's Brookfield Renewable position peaked at $42.6K in Q3 2024.
  • 242 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.