Walter Public Investments’s Brookfield Renewable BEP Stock Holding History

Walter Public Investments’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	$796K	Hold	23,000	–	–	0.19%	48
2026 Q1	$750K	Buy	23,000 +2,000	+10%	+$60.3K	0.18%	41
2025 Q4	$567K	Hold	21,000	–	–	0.1%	41
2025 Q3	$541K	Buy	21,000 +3,000	+17%	+$77.3K	0.09%	38
2025 Q2	$459K	Hold	18,000	–	–	0.08%	39
2025 Q1	$398K	Hold	18,000	–	–	0.07%	40
2024 Q4	$410K	Hold	18,000	–	–	0.07%	39
2024 Q3	$507K	Hold	18,000	–	–	0.09%	38
2024 Q2	$445K	Hold	18,000	–	–	0.09%	39
2024 Q1	$419K	Sell	18,000 -243,417	-93%	-$5.91M	0.08%	38
2023 Q4	$6.86M	Hold	261,417	–	–	1.44%	30
2023 Q3	$5.68M	Sell	261,417 -5,528	-2%	-$149K	1.35%	29
2023 Q2	$7.87M	Buy	+266,945	New	+$8.21M	1.75%	28

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Walter Public Investments's BEP Position: Q2 2026 in Review

Walter Public Investments held its Brookfield Renewable (BEP) position steady in Q2 2026 at 23,000 shares worth $796K. The position accounts for 0.19% of the portfolio, ranked #48.

Walter Public Investments first reported a position in BEP in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.87M in Q2 2023. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Walter Public Investments held 23,000 shares of Brookfield Renewable worth $796K as of Q2 2026.
Walter Public Investments left its Brookfield Renewable share count unchanged in Q2 2026.
Brookfield Renewable made up 0.19% of Walter Public Investments's portfolio in Q2 2026, its #48 holding.
Walter Public Investments first reported a position in Brookfield Renewable in Q2 2023 and has held it in 13 quarters since.
Walter Public Investments's Brookfield Renewable position peaked at $7.87M in Q2 2023.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Walter Public Investments's 13F filing for Q2 2026, filed 5 Aug 2026.