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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
Q1 		$15.9M Buy
+488,000
New +$14.7M 1.43% 36
2024
Q4 		– Sell
-281,213
Closed -$7.93M – 155
2024
Q3 		$7.93M Buy
+281,213
New +$7.07M 0.47% 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
2019
Q4 		– Hold
0
– – – 154
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

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return