Van Hulzen Asset Management’s Brookfield Renewable BEP Stock Holding History

Van Hulzen Asset Management’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	-2,786	Closed	-$63.5K	–	380
2024 Q4	$63.5K	Buy	+2,786	New	+$71.1K	﹤0.01%	466
2023 Q3	–	Sell	-7,086	Closed	-$209K	–	301
2023 Q2	$209K	Hold	7,086	–	–	0.02%	290
2023 Q1	$223K	Buy	+7,086	New	+$200K	0.02%	265
2022 Q4	–	Sell	-8,503	Closed	-$266K	–	283
2022 Q3	$266K	Buy	8,503 +200	+2%	+$7.39K	0.03%	225
2022 Q2	$289K	Sell	8,303 -282	-3%	-$10.2K	0.03%	225
2022 Q1	$353K	Hold	8,585	–	–	0.04%	211
2021 Q4	$307K	Buy	8,585 +600	+8%	+$22.1K	0.03%	237
2021 Q3	$295K	Sell	7,985 -300	-4%	-$11.7K	0.04%	216
2021 Q2	$320K	Buy	8,285 +2,400	+41%	+$95K	0.05%	204
2021 Q1	$251K	Buy	5,885 +300	+5%	+$13.3K	0.04%	216
2020 Q4	$241K	Buy	+5,585	New	+$214K	0.04%	237

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Van Hulzen Asset Management's BEP Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Brookfield Renewable (BEP) in Q1 2025, closing a stake of 2,786 shares — an estimated $63.5K sold.

Van Hulzen Asset Management first reported a position in BEP in Q4 2020 and held it in 11 quarters. The position peaked at $353K in Q1 2022. 214 funds tracked by Wall St. Rank hold BEP as of Q1 2025.

Van Hulzen Asset Management reported no remaining Brookfield Renewable position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 2,786 Brookfield Renewable shares in Q1 2025, an estimated $63.5K.
Van Hulzen Asset Management first reported a position in Brookfield Renewable in Q4 2020 and held it in 11 quarters.
Van Hulzen Asset Management's Brookfield Renewable position peaked at $353K in Q1 2022.
214 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.