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Twin Peaks Wealth Advisors’s Brookfield Renewable BEP Stock Holding History

Twin Peaks Wealth 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
2026
Q2 		– Sell
-450
Closed -$14.7K – 446
2026
Q1 		$14.7K Buy
+450
New +$13.6K ﹤0.01% 851

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Twin Peaks Wealth Advisors's BEP Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Brookfield Renewable (BEP) in Q2 2026, closing a stake of 450 shares — an estimated $14.7K sold.

Twin Peaks Wealth Advisors first reported a position in BEP in Q1 2026 and held it in 1 quarter. The position peaked at $14.7K in Q1 2026. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Brookfield Renewable position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 450 Brookfield Renewable shares in Q2 2026, an estimated $14.7K.
  • Twin Peaks Wealth Advisors first reported a position in Brookfield Renewable in Q1 2026 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Brookfield Renewable position peaked at $14.7K in Q1 2026.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.