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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

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 $528B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 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 $40.9B AUM 35.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return