Waterfront Wealth’s Brookfield Renewable BEP Stock Holding History

Waterfront Wealth’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	$344K	Hold	10,637	–	–	0.05%	243
2026 Q1	$347K	Hold	10,637	–	–	0.06%	234
2025 Q4	$304K	Buy	10,637 +75	+0.7%	+$2.13K	0.06%	232
2025 Q3	$301K	Buy	10,562 +100	+1%	+$2.58K	0.06%	224
2025 Q2	$267K	Hold	10,462	–	–	0.06%	235
2025 Q1	$232K	Hold	10,462	–	–	0.06%	239
2024 Q4	$238K	Hold	10,462	–	–	0.06%	237
2024 Q3	$277K	Hold	10,462	–	–	0.07%	226
2024 Q2	$259K	Sell	10,462 -750	-7%	-$18.7K	0.07%	220
2024 Q1	$240K	Hold	11,212	–	–	0.07%	225
2023 Q4	$295K	Sell	11,212 -2,650	-19%	-$62.8K	0.09%	200
2023 Q3	$309K	Hold	13,862	–	–	0.1%	191
2023 Q2	$416K	Hold	13,862	–	–	0.12%	176
2023 Q1	$437K	Hold	13,862	–	–	0.14%	170
2022 Q4	$406K	Sell	13,862 -950	-6%	-$27.1K	0.14%	178
2022 Q3	$435K	Hold	14,812	–	–	0.17%	161
2022 Q2	$515K	Hold	14,812	–	–	0.21%	134
2022 Q1	$596K	Hold	14,812	–	–	0.21%	112
2021 Q4	$530K	Hold	14,812	–	–	0.21%	113
2021 Q3	$547K	Sell	14,812 -488	-3%	-$19K	0.26%	90
2021 Q2	$590K	Hold	15,300	–	–	0.28%	88
2021 Q1	$654K	Hold	15,300	–	–	0.33%	80
2020 Q4	$660K	Buy	+15,300	New	+$586K	0.47%	53

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

Waterfront Wealth's BEP Position: Q2 2026 in Review

Waterfront Wealth held its Brookfield Renewable (BEP) position steady in Q2 2026 at 10,637 shares worth $344K. The position accounts for 0.05% of the portfolio, ranked #243.

Waterfront Wealth first reported a position in BEP in Q4 2020 and has held it in 23 quarters since. The position peaked at $660K in Q4 2020. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Waterfront Wealth held 10,637 shares of Brookfield Renewable worth $344K as of Q2 2026.
Waterfront Wealth left its Brookfield Renewable share count unchanged in Q2 2026.
Brookfield Renewable made up 0.05% of Waterfront Wealth's portfolio in Q2 2026, its #243 holding.
Waterfront Wealth first reported a position in Brookfield Renewable in Q4 2020 and has held it in 23 quarters since.
Waterfront Wealth's Brookfield Renewable position peaked at $660K in Q4 2020.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.