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Truvestments Capital’s Brookfield Renewable BEP Stock Holding History

Truvestments 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
2025
Q1 		– Sell
-202
Closed -$4.6K – 1044
2024
Q4 		$4.6K Hold
202
– – ﹤0.01% 710
2024
Q3 		$5.69K Buy
+202
New +$5.08K ﹤0.01% 667
2024
Q2 		– Sell
-202
Closed -$4.69K – 273
2024
Q1 		$4.69K Sell
202
-99
-33% -$2.4K ﹤0.01% 559
2023
Q4 		$7.91K Sell
301
-524
-64% -$12.4K ﹤0.01% 536
2023
Q3 		$17.9K Hold
825
– – 0.01% 388
2023
Q2 		$24.3K Sell
825
-654
-44% -$20.1K 0.01% 363
2023
Q1 		$46.6K Sell
1,479
-3,866
-72% -$109K 0.02% 297
2022
Q4 		$135K Sell
5,345
-1,890
-26% -$54K 0.08% 204
2022
Q3 		$226K Buy
7,235
+6
+0.1% +$222 0.14% 130
2022
Q2 		$252K Sell
7,229
-361
-5% -$13K 0.15% 136
2022
Q1 		$312K Sell
7,590
-492
-6% -$17.6K 0.17% 118
2021
Q4 		$289K Buy
8,082
+5
+0.1% +$184 0.15% 133
2021
Q3 		$298K Sell
8,077
-1,868
-19% -$72.5K 0.16% 126
2021
Q2 		$384K Sell
9,945
-2,538
-20% -$100K 0.21% 117
2021
Q1 		$532K Buy
12,483
+238
+2% +$10.5K 0.3% 87
2020
Q4 		$528K Sell
12,245
-306
-2% -$11.7K 0.37% 72
2020
Q3 		$439K Sell
12,551
-43,639
-78% -$1.29M 0.4% 76
2020
Q2 		$1.43M Buy
56,190
+18,093
+47% +$454K 1.46% 16
2020
Q1 		$862K Buy
38,097
+6,484
+21% +$164K 1.1% 27
2019
Q4 		$786K Buy
31,613
+2,270
+8% +$53.6K 0.54% 61
2019
Q3 		$635K Buy
29,343
+10,167
+53% +$199K 0.41% 70
2019
Q2 		$353K Buy
19,176
+16,005
+505% +$276K 0.24% 96
2019
Q1 		$54K Buy
+3,171
New +$50K 0.04% 255

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $139B AUM 29.06% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Truvestments Capital's BEP Position: Q1 2025 in Review

Truvestments Capital sold out of Brookfield Renewable (BEP) in Q1 2025, closing a stake of 202 shares — an estimated $4.6K sold.

Truvestments Capital first reported a position in BEP in Q1 2019 and held it in 23 quarters. The position peaked at $1.43M in Q2 2020. 214 funds tracked by Wall St. Rank hold BEP as of Q1 2025.

  • Truvestments Capital reported no remaining Brookfield Renewable position as of Q1 2025 after selling out during the quarter.
  • Truvestments Capital sold 202 Brookfield Renewable shares in Q1 2025, an estimated $4.6K.
  • Truvestments Capital first reported a position in Brookfield Renewable in Q1 2019 and held it in 23 quarters.
  • Truvestments Capital's Brookfield Renewable position peaked at $1.43M in Q2 2020.
  • 214 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2025.

Based on Truvestments Capital's 13F filing for Q1 2025, filed 14 May 2025.