Washington Trust Advisors’s Brookfield Renewable BEP Stock Holding History

Washington Trust 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	$250K	Hold	7,201	–	–	0.02%	219
2026 Q1	$235K	Hold	7,201	–	–	0.02%	207
2025 Q4	$194K	Hold	7,201	–	–	0.01%	228
2025 Q3	$186K	Hold	7,201	–	–	0.01%	227
2025 Q2	$184K	Hold	7,201	–	–	0.01%	206
2025 Q1	$160K	Hold	7,201	–	–	0.01%	210
2024 Q4	$164K	Hold	7,201	–	–	0.01%	211
2024 Q3	$203K	Hold	7,201	–	–	0.02%	201
2024 Q2	$178K	Hold	7,201	–	–	0.02%	206
2024 Q1	$167K	Hold	7,201	–	–	0.02%	209
2023 Q4	$189K	Hold	7,201	–	–	0.02%	203
2023 Q3	$157K	Buy	7,201 +2,548	+55%	+$68.6K	0.02%	205
2023 Q2	$137K	Hold	4,653	–	–	0.01%	206
2023 Q1	$147K	Hold	4,653	–	–	0.01%	203
2022 Q4	$118K	Hold	4,653	–	–	0.01%	227
2022 Q3	$146K	Hold	4,653	–	–	0.01%	224
2022 Q2	$162K	Hold	4,653	–	–	0.01%	224
2022 Q1	$191K	Hold	4,653	–	–	0.01%	242
2021 Q4	$167K	Buy	+4,653	New	+$171K	0.01%	275

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

Washington Trust Advisors's BEP Position: Q2 2026 in Review

Washington Trust Advisors held its Brookfield Renewable (BEP) position steady in Q2 2026 at 7,201 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #219.

Washington Trust Advisors first reported a position in BEP in Q4 2021 and has held it in 19 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Washington Trust Advisors held 7,201 shares of Brookfield Renewable worth $250K as of Q2 2026.
Washington Trust Advisors left its Brookfield Renewable share count unchanged in Q2 2026.
Brookfield Renewable made up 0.02% of Washington Trust Advisors's portfolio in Q2 2026, its #219 holding.
Washington Trust Advisors first reported a position in Brookfield Renewable in Q4 2021 and has held it in 19 quarters since.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.