UBS Group’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.5M | Buy |
445,565
+301,115
| +208% | +$9.08M | ﹤0.01% | 2938 |
|
|
2025
Q4 | $3.9M | Sell |
144,450
-1,052,198
| -88% | -$29.9M | ﹤0.01% | 4279 |
|
|
2025
Q3 | $30.9M | Buy |
1,196,648
+400,052
| +50% | +$10.3M | 0.01% | 2107 |
|
|
2025
Q2 | $20.3M | Buy |
796,596
+298,230
| +60% | +$7.02M | ﹤0.01% | 2340 |
|
|
2025
Q1 | $11M | Sell |
498,366
-344,805
| -41% | -$7.7M | ﹤0.01% | 2928 |
|
|
2024
Q4 | $19.2M | Buy |
843,171
+588,218
| +231% | +$15M | ﹤0.01% | 2363 |
|
|
2024
Q3 | $7.18M | Buy |
254,953
+85,692
| +51% | +$2.16M | ﹤0.01% | 2706 |
|
|
2024
Q2 | $4.19M | Buy |
169,261
+110,875
| +190% | +$2.76M | ﹤0.01% | 3040 |
|
|
2024
Q1 | $1.36M | Buy |
58,386
+95
| +0.2% | +$2.31K | ﹤0.01% | 4332 |
|
|
2023
Q4 | $1.53M | Buy |
58,291
+8,943
| +18% | +$212K | ﹤0.01% | 4093 |
|
|
2023
Q3 | $1.07M | Sell |
49,348
-26,926
| -35% | -$725K | ﹤0.01% | 4005 |
|
|
2023
Q2 | $2.25M | Buy |
76,274
+2,130
| +3% | +$65.5K | ﹤0.01% | 3408 |
|
|
2023
Q1 | $2.34M | Buy |
74,144
+2,990
| +4% | +$84.3K | ﹤0.01% | 3258 |
|
|
2022
Q4 | $1.8M | Sell |
71,154
-90,909
| -56% | -$2.6M | ﹤0.01% | 3483 |
|
|
2022
Q3 | $5.07M | Buy |
162,063
+57,287
| +55% | +$2.12M | ﹤0.01% | 2333 |
|
|
2022
Q2 | $3.65M | Sell |
104,776
-29,016
| -22% | -$1.04M | ﹤0.01% | 2638 |
|
|
2022
Q1 | $5.5M | Buy |
133,792
+38,920
| +41% | +$1.4M | ﹤0.01% | 2442 |
|
|
2021
Q4 | $3.4M | Buy |
94,872
+19,627
| +26% | +$723K | ﹤0.01% | 3247 |
|
|
2021
Q3 | $2.78M | Buy |
75,245
+7,236
| +11% | +$281K | ﹤0.01% | 3278 |
|
|
2021
Q2 | $2.62M | Buy |
68,009
+15,819
| +30% | +$626K | ﹤0.01% | 3315 |
|
|
2021
Q1 | $2.22M | Sell |
52,190
-29,534
| -36% | -$1.31M | ﹤0.01% | 3461 |
|
|
2020
Q4 | $3.53M | Buy |
81,724
+28,942
| +55% | +$1.11M | ﹤0.01% | 2820 |
|
|
2020
Q3 | $1.85M | Sell |
52,782
-26,496
| -33% | -$783K | ﹤0.01% | 3118 |
|
|
2020
Q2 | $2.02M | Sell |
79,278
-30,882
| -28% | -$776K | ﹤0.01% | 2869 |
|
|
2020
Q1 | $2.49M | Buy |
110,160
+40,328
| +58% | +$1.02M | ﹤0.01% | 2554 |
|
|
2019
Q4 | $1.74M | Sell |
69,832
-3,727
| -5% | -$88K | ﹤0.01% | 3701 |
|
|
2019
Q3 | $1.59M | Sell |
73,559
-45,272
| -38% | -$885K | ﹤0.01% | 3532 |
|
|
2019
Q2 | $2.19M | Sell |
118,831
-11,235
| -9% | -$194K | ﹤0.01% | 3066 |
|
|
2019
Q1 | $2.21M | Sell |
130,066
-58,637
| -31% | -$925K | ﹤0.01% | 2907 |
|
|
2018
Q4 | $2.6M | Buy |
188,703
+33,661
| +22% | +$504K | ﹤0.01% | 2768 |
|
|
2018
Q3 | $2.5M | Sell |
155,042
-1,389
| -0.9% | -$22.8K | ﹤0.01% | 3026 |
|
|
2018
Q2 | $2.5M | Buy |
156,431
+4,093
| +3% | +$67K | ﹤0.01% | 2963 |
|
|
2018
Q1 | $2.53M | Buy |
152,338
+19,258
| +14% | +$329K | ﹤0.01% | 2938 |
|
|
2017
Q4 | $2.48M | Buy |
133,080
+20,122
| +18% | +$363K | ﹤0.01% | 3003 |
|
|
2017
Q3 | $2.02M | Sell |
112,958
-76,732
| -40% | -$1.38M | ﹤0.01% | 3121 |
|
|
2017
Q2 | $3.23M | Buy |
189,690
+3,233
| +2% | +$54.3K | ﹤0.01% | 2543 |
|
|
2017
Q1 | $2.95M | Sell |
186,457
-14,756
| -7% | -$230K | ﹤0.01% | 2564 |
|
|
2016
Q4 | $3.18M | Sell |
201,213
-95,265
| -32% | -$1.5M | ﹤0.01% | 2498 |
|
|
2016
Q3 | $4.86M | Sell |
296,478
-4,284
| -1% | -$70K | ﹤0.01% | 2047 |
|
|
2016
Q2 | $4.77M | Sell |
300,762
-69,592
| -19% | -$1.09M | ﹤0.01% | 1982 |
|
|
2016
Q1 | $5.91M | Buy |
370,354
+53,458
| +17% | +$757K | ﹤0.01% | 1724 |
|
|
2015
Q4 | $4.42M | Buy |
316,896
+25,969
| +9% | +$358K | ﹤0.01% | 2068 |
|
|
2015
Q3 | $4.26M | Buy |
290,927
+24,873
| +9% | +$371K | ﹤0.01% | 2056 |
|
|
2015
Q2 | $4.21M | Buy |
266,054
+83,009
| +45% | +$1.38M | ﹤0.01% | 2248 |
|
|
2015
Q1 | $3.08M | Sell |
183,045
-68,646
| -27% | -$1.14M | ﹤0.01% | 2526 |
|
|
2014
Q4 | $4.15M | Buy |
+251,691
| New | +$4.1M | ﹤0.01% | 2253 |
|
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