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Wellington-Altus USA’s Brookfield Renewable BEP Stock Holding History

Wellington-Altus USA’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 		$114K Buy
3,500
+3,000
+600% +$104K 0.08% 201
2026
Q1 		$17.4K Sell
500
-3,000
-86% -$90.4K 0.01% 545
2025
Q4 		$94.4K Buy
+3,500
New +$99.5K 0.07% 209

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

Wellington-Altus USA's BEP Position: Q2 2026 in Review

Wellington-Altus USA increased its Brookfield Renewable (BEP) stake by 600% in Q2 2026, buying an estimated $104K and bringing the position to 3,500 shares worth $114K. The position accounts for 0.08% of the portfolio, ranked #201.

Wellington-Altus USA first reported a position in BEP in Q4 2025 and has held it in 3 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Wellington-Altus USA held 3,500 shares of Brookfield Renewable worth $114K as of Q2 2026.
  • Wellington-Altus USA bought 3,000 Brookfield Renewable shares in Q2 2026, an estimated $104K.
  • Brookfield Renewable made up 0.08% of Wellington-Altus USA's portfolio in Q2 2026, its #201 holding.
  • Wellington-Altus USA first reported a position in Brookfield Renewable in Q4 2025 and has held it in 3 quarters since.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.