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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

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Fidelity International
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CIBC Asset Management
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return