WPEP
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Walnut Private Equity Partners’s Brookfield Renewable BEP Stock Holding History

Walnut Private Equity Partners’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
Q2 		$4.58M Hold
131,804
– – 2.47% 8
2026
Q1 		$4.3M Hold
131,804
– – 2.37% 8
2025
Q4 		$3.55M Hold
131,804
– – 2.07% 8
2025
Q3 		$3.4M Hold
131,804
– – 1.93% 8
2025
Q2 		$3.36M Hold
131,804
– – 1.96% 9
2025
Q1 		$2.92M Hold
131,804
– – 1.6% 9
2024
Q4 		$3M Hold
131,804
– – 1.6% 8
2024
Q3 		$3.23M Hold
131,804
– – 1.92% 9
2024
Q2 		$3.26M Buy
131,804
+5,000
+4% +$124K 2.07% 9
2024
Q1 		$2.95M Hold
126,804
– – 1.87% 9
2023
Q4 		$3.33M Hold
126,804
– – 2.3% 9
2023
Q3 		$2.76M Hold
126,804
– – 2.12% 8
2023
Q2 		$3.74M Hold
126,804
– – 3.08% 8
2023
Q1 		$4M Hold
126,804
– – 3.48% 8
2022
Q4 		$3.21M Buy
126,804
+6,000
+5% +$171K 3.05% 8
2022
Q3 		$3.78M Buy
120,804
+2,000
+2% +$73.9K 3.66% 8
2022
Q2 		$4.13M Buy
118,804
+4,374
+4% +$157K 3.91% 8
2022
Q1 		$4.7M Buy
114,430
+500
+0.4% +$17.9K 3.77% 8
2021
Q4 		$4.08M Sell
113,930
-79,874
-41% -$2.94M 3.71% 8
2021
Q3 		$7.16M Buy
193,804
+2,800
+1% +$109K 3.58% 8
2021
Q2 		$7.39M Buy
191,004
+1,363
+0.7% +$53.9K 3.86% 8
2021
Q1 		$8.08M Hold
189,641
– – 5.16% 8
2020
Q4 		$8.18M Buy
189,641
+11,999
+7% +$460K 6.03% 7
2020
Q3 		$6.22M Sell
177,642
-6,630
-4% -$196K 5.64% 8
2020
Q2 		$4.7M Buy
184,272
+45,651
+33% +$1.15M 4.08% 8
2020
Q1 		$3.14M Hold
138,621
– – 3.65% 8
2019
Q4 		$3.44M Hold
138,621
– – 2.36% 9
2019
Q3 		$3M Buy
+138,621
New +$2.71M 2.14% 12

Other funds holding BEP

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
WCL
Wealth Care LLC Merritt Island, Florida $123M AUM
PP
Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Walnut Private Equity Partners's BEP Position: Q2 2026 in Review

Walnut Private Equity Partners held its Brookfield Renewable (BEP) position steady in Q2 2026 at 131,804 shares worth $4.58M. The position accounts for 2.47% of the portfolio, ranked #8.

Walnut Private Equity Partners first reported a position in BEP in Q3 2019 and has held it in 28 quarters since. The position peaked at $8.18M in Q4 2020. 25 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Walnut Private Equity Partners held 131,804 shares of Brookfield Renewable worth $4.58M as of Q2 2026.
  • Walnut Private Equity Partners left its Brookfield Renewable share count unchanged in Q2 2026.
  • Brookfield Renewable made up 2.47% of Walnut Private Equity Partners's portfolio in Q2 2026, its #8 holding.
  • Walnut Private Equity Partners first reported a position in Brookfield Renewable in Q3 2019 and has held it in 28 quarters since.
  • Walnut Private Equity Partners's Brookfield Renewable position peaked at $8.18M in Q4 2020.
  • 25 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Walnut Private Equity Partners's 13F filing for Q2 2026, filed 7 Jul 2026.