Waratah Capital Advisors’s Brookfield Renewable BEP Stock Holding History

Waratah Capital Advisors’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	$13.5M	Sell	388,000 -100,000	-20%	-$3.47M	0.46%	55
2026 Q1	$15.9M	Buy	+488,000	New	+$14.7M	0.61%	36
2024 Q4	–	Sell	-281,213	Closed	-$7.93M	–	155
2024 Q3	$7.93M	Buy	+281,213	New	+$7.07M	0.16%	74
2020 Q3	–	Sell	-119,623	Closed	-$3.05M	–	169
2020 Q2	$3.05M	Buy	119,623 +83,277	+229%	+$2.09M	0.26%	62
2020 Q1	$808K	Buy	+36,346	New	+$920K	0.14%	68
2015 Q1	–	Sell	-136,797	Closed	-$2.25M	–	92
2014 Q4	$2.25M	Buy	136,797 +51,604	+61%	+$841K	1.06%	23
2014 Q3	$1.38M	Buy	+85,193	New	+$1.34M	0.99%	31
2013 Q4	–	Sell	-5,817	Closed	-$83K	–	89
2013 Q3	$83K	Buy	+5,817	New	+$82.8K	0.05%	72

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

Waratah Capital Advisors's BEP Position: Q2 2026 in Review

Waratah Capital Advisors reduced its Brookfield Renewable (BEP) stake by 20% in Q2 2026, selling an estimated $3.47M and leaving 388,000 shares worth $13.5M. The position accounts for 0.46% of the portfolio, ranked #55.

Waratah Capital Advisors first reported a position in BEP in Q3 2013 and has held it in 8 quarters since. The position peaked at $15.9M in Q1 2026. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Waratah Capital Advisors held 388,000 shares of Brookfield Renewable worth $13.5M as of Q2 2026.
Waratah Capital Advisors sold 100,000 Brookfield Renewable shares in Q2 2026, an estimated $3.47M.
Brookfield Renewable made up 0.46% of Waratah Capital Advisors's portfolio in Q2 2026, its #55 holding.
Waratah Capital Advisors first reported a position in Brookfield Renewable in Q3 2013 and has held it in 8 quarters since.
Waratah Capital Advisors's Brookfield Renewable position peaked at $15.9M in Q1 2026.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Waratah Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.