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WealthTrust Axiom’s Brookfield Renewable BEP Stock Holding History

WealthTrust Axiom’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 		$466K Hold
13,425
– – 0.1% 158
2026
Q1 		$438K Hold
13,425
– – 0.11% 158
2025
Q4 		$362K Sell
13,425
-270
-2% -$7.68K 0.09% 174
2025
Q3 		$353K Sell
13,695
-1,920
-12% -$49.5K 0.09% 176
2025
Q2 		$398K Sell
15,615
-750
-5% -$17.6K 0.12% 155
2025
Q1 		$363K Sell
16,365
-1,575
-9% -$35.2K 0.11% 168
2024
Q4 		$409K Hold
17,940
– – 0.12% 160
2024
Q3 		$506K Hold
17,940
– – 0.15% 138
2024
Q2 		$444K Buy
17,940
+500
+3% +$12.4K 0.15% 140
2024
Q1 		$405K Sell
17,440
-500
-3% -$12.1K 0.13% 154
2023
Q4 		$471K Sell
17,940
-1,500
-8% -$35.5K 0.16% 131
2023
Q3 		$423K Hold
19,440
– – 0.15% 140
2023
Q2 		$573K Sell
19,440
-650
-3% -$20K 0.19% 110
2023
Q1 		$633K Sell
20,090
-1,875
-9% -$52.9K 0.22% 101
2022
Q4 		$557K Hold
21,965
– – 0.19% 107
2022
Q3 		$687K Hold
21,965
– – 0.26% 81
2022
Q2 		$764K Hold
21,965
– – 0.27% 82
2022
Q1 		$902K Hold
21,965
– – 0.28% 79
2021
Q4 		$786K Hold
21,965
– – 0.25% 89
2021
Q3 		$810K Sell
21,965
-750
-3% -$29.1K 0.27% 84
2021
Q2 		$876K Buy
22,715
+120
+0.5% +$4.75K 0.28% 80
2021
Q1 		$962K Buy
22,595
+5
+0% +$221 0.33% 74
2020
Q4 		$974K Hold
22,590
– – 0.35% 70
2020
Q3 		$791K Sell
22,590
-7,004
-24% -$207K 0.34% 66
2020
Q2 		$755K Buy
29,594
+18
+0.1% +$452 0.33% 69
2020
Q1 		$669K Sell
29,576
-4,691
-14% -$119K 0.33% 69
2019
Q4 		$851K Sell
34,267
-3,753
-10% -$88.6K 0.28% 83
2019
Q3 		$823K Sell
38,020
-938
-2% -$18.3K 0.29% 82
2019
Q2 		$718K Sell
38,958
-918
-2% -$15.8K 0.25% 94
2019
Q1 		$678K Buy
+39,876
New +$629K 0.24% 95

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

WealthTrust Axiom's BEP Position: Q2 2026 in Review

WealthTrust Axiom held its Brookfield Renewable (BEP) position steady in Q2 2026 at 13,425 shares worth $466K. The position accounts for 0.1% of the portfolio, ranked #158.

WealthTrust Axiom first reported a position in BEP in Q1 2019 and has held it in 30 quarters since. The position peaked at $974K in Q4 2020. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • WealthTrust Axiom held 13,425 shares of Brookfield Renewable worth $466K as of Q2 2026.
  • WealthTrust Axiom left its Brookfield Renewable share count unchanged in Q2 2026.
  • Brookfield Renewable made up 0.1% of WealthTrust Axiom's portfolio in Q2 2026, its #158 holding.
  • WealthTrust Axiom first reported a position in Brookfield Renewable in Q1 2019 and has held it in 30 quarters since.
  • WealthTrust Axiom's Brookfield Renewable position peaked at $974K in Q4 2020.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.