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Wealthspire Advisors (New York)’s Brookfield Renewable BEP Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-790
Closed -$20.4K – 1227
2025
Q3 		$20.4K Buy
+790
New +$20.3K ﹤0.01% 1679

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 $204B AUM 27.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $45.6B AUM 44.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Wealthspire Advisors (New York)'s BEP Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Brookfield Renewable (BEP) in Q4 2025, closing a stake of 790 shares — an estimated $20.4K sold.

Wealthspire Advisors (New York) first reported a position in BEP in Q3 2025 and held it in 1 quarter. The position peaked at $20.4K in Q3 2025. 242 funds tracked by Wall St. Rank hold BEP as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Brookfield Renewable position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 790 Brookfield Renewable shares in Q4 2025, an estimated $20.4K.
  • Wealthspire Advisors (New York) first reported a position in Brookfield Renewable in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Brookfield Renewable position peaked at $20.4K in Q3 2025.
  • 242 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.