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Warren Street Wealth Advisors’s Brookfield Renewable BEP Stock Holding History

Warren Street Wealth 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 		$290K Hold
8,356
– – 0.06% 106
2026
Q1 		$273K Hold
8,356
– – 0.07% 99
2025
Q4 		$225K Buy
+8,356
New +$238K 0.06% 104

Other funds holding BEP

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Warren Street Wealth Advisors's BEP Position: Q2 2026 in Review

Warren Street Wealth Advisors held its Brookfield Renewable (BEP) position steady in Q2 2026 at 8,356 shares worth $290K. The position accounts for 0.06% of the portfolio, ranked #106.

Warren Street Wealth Advisors first reported a position in BEP in Q4 2025 and has held it in 3 quarters since. 120 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Warren Street Wealth Advisors held 8,356 shares of Brookfield Renewable worth $290K as of Q2 2026.
  • Warren Street Wealth Advisors left its Brookfield Renewable share count unchanged in Q2 2026.
  • Brookfield Renewable made up 0.06% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #106 holding.
  • Warren Street Wealth Advisors first reported a position in Brookfield Renewable in Q4 2025 and has held it in 3 quarters since.
  • 120 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.