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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
2020
Q1 		– Sell
-51,604
Closed -$14K – 89
2019
Q4 		$14K Buy
+51,604
New +$1.22M ﹤0.01% 139

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
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.