U.S. Capital Wealth Advisors’s Brookfield Renewable BEP Stock Holding History

U.S. Capital 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 Q1	$1.13M	Buy	34,570 +4,970	+17%	+$150K	0.03%	478
2025 Q4	$798K	Hold	29,600	–	–	0.02%	546
2025 Q3	$763K	Buy	29,600 +750	+3%	+$19.3K	0.02%	531
2025 Q2	$736K	Buy	28,850 +4,250	+17%	+$100K	0.02%	500
2025 Q1	$545K	Buy	24,600 +1,600	+7%	+$35.7K	0.02%	572
2024 Q4	$524K	Buy	23,000 +5,000	+28%	+$128K	0.02%	551
2024 Q3	$507K	Hold	18,000	–	–	0.02%	471
2024 Q2	$446K	Buy	18,000 +7,500	+71%	+$187K	0.02%	479
2024 Q1	$244K	Buy	+10,500	New	+$255K	0.01%	607
2023 Q1	–	Sell	-4,125	Closed	-$105K	–	728
2022 Q4	$105K	Buy	+4,125	New	+$118K	﹤0.01%	734

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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 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

U.S. Capital Wealth Advisors's BEP Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Brookfield Renewable (BEP) stake by 17% in Q1 2026, buying an estimated $150K and bringing the position to 34,570 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #478.

U.S. Capital Wealth Advisors first reported a position in BEP in Q4 2022 and has held it in 10 quarters since. 255 funds tracked by Wall St. Rank hold BEP as of Q1 2026.

U.S. Capital Wealth Advisors held 34,570 shares of Brookfield Renewable worth $1.13M as of Q1 2026.
U.S. Capital Wealth Advisors bought 4,970 Brookfield Renewable shares in Q1 2026, an estimated $150K.
Brookfield Renewable made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #478 holding.
U.S. Capital Wealth Advisors first reported a position in Brookfield Renewable in Q4 2022 and has held it in 10 quarters since.
255 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.