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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 $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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 $269B 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

Waratah Capital Advisors's BEP Position: Q1 2026 in Review

Waratah Capital Advisors opened a new position in Brookfield Renewable (BEP) in Q1 2026: 488,000 shares worth $15.9M. The stake represents 0.61% of the portfolio and ranks #36 among its holdings. This is a return to the name: Waratah Capital Advisors previously reported a position in BEP as recently as Q3 2024.

Waratah Capital Advisors first reported a position in BEP in Q3 2013 and has held it in 7 quarters since. 255 funds tracked by Wall St. Rank hold BEP as of Q1 2026.

  • Waratah Capital Advisors held 488,000 shares of Brookfield Renewable worth $15.9M as of Q1 2026.
  • Brookfield Renewable was a new Waratah Capital Advisors position in Q1 2026.
  • Brookfield Renewable made up 0.61% of Waratah Capital Advisors's portfolio in Q1 2026, its #36 holding.
  • Waratah Capital Advisors first reported a position in Brookfield Renewable in Q3 2013 and has held it in 7 quarters since.
  • 255 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on Waratah Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.