Wells Fargo’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
47,410
+18,541
| +64% | +$473K | ﹤0.01% | 3250 |
|
|
2025
Q1 | $640K | Sell |
28,869
-4,052
| -12% | -$89.8K | ﹤0.01% | 3512 |
|
|
2024
Q4 | $750K | Sell |
32,921
-6,802
| -17% | -$155K | ﹤0.01% | 3455 |
|
|
2024
Q3 | $1.12M | Buy |
39,723
+2,862
| +8% | +$80.7K | ﹤0.01% | 3144 |
|
|
2024
Q2 | $913K | Buy |
36,861
+750
| +2% | +$18.6K | ﹤0.01% | 3237 |
|
|
2024
Q1 | $839K | Sell |
36,111
-2,418
| -6% | -$56.2K | ﹤0.01% | 3241 |
|
|
2023
Q4 | $1.01M | Sell |
38,529
-5,216
| -12% | -$137K | ﹤0.01% | 3096 |
|
|
2023
Q3 | $951K | Sell |
43,745
-4,533
| -9% | -$98.5K | ﹤0.01% | 3125 |
|
|
2023
Q2 | $1.42M | Sell |
48,278
-4,435
| -8% | -$131K | ﹤0.01% | 3015 |
|
|
2023
Q1 | $1.66M | Sell |
52,713
-7,935
| -13% | -$250K | ﹤0.01% | 2830 |
|
|
2022
Q4 | $1.54M | Sell |
60,648
-895
| -1% | -$22.7K | ﹤0.01% | 2804 |
|
|
2022
Q3 | $1.93M | Sell |
61,543
-8,779
| -12% | -$275K | ﹤0.01% | 2618 |
|
|
2022
Q2 | $2.45M | Buy |
70,322
+4,075
| +6% | +$142K | ﹤0.01% | 2496 |
|
|
2022
Q1 | $2.72M | Sell |
66,247
-3,588
| -5% | -$147K | ﹤0.01% | 2836 |
|
|
2021
Q4 | $2.5M | Sell |
69,835
-5,657
| -7% | -$202K | ﹤0.01% | 3068 |
|
|
2021
Q3 | $2.79M | Sell |
75,492
-1,051
| -1% | -$38.8K | ﹤0.01% | 3224 |
|
|
2021
Q2 | $2.95M | Sell |
76,543
-13,045
| -15% | -$503K | ﹤0.01% | 3197 |
|
|
2021
Q1 | $3.82M | Buy |
89,588
+15,974
| +22% | +$680K | ﹤0.01% | 2945 |
|
|
2020
Q4 | $3.18M | Buy |
73,614
+10,990
| +18% | +$474K | ﹤0.01% | 3107 |
|
|
2020
Q3 | $2.19M | Sell |
62,624
-10,269
| -14% | -$360K | ﹤0.01% | 3188 |
|
|
2020
Q2 | $1.86M | Buy |
72,893
+48,435
| +198% | +$1.24M | ﹤0.01% | 3268 |
|
|
2020
Q1 | $554K | Sell |
24,458
-31,285
| -56% | -$709K | ﹤0.01% | 3840 |
|
|
2019
Q4 | $1.39M | Buy |
55,743
+7,515
| +16% | +$187K | ﹤0.01% | 3578 |
|
|
2019
Q3 | $1.05M | Sell |
48,228
-5,984
| -11% | -$130K | ﹤0.01% | 3747 |
|
|
2019
Q2 | $999K | Buy |
54,212
+21,407
| +65% | +$394K | ﹤0.01% | 3798 |
|
|
2019
Q1 | $558K | Sell |
32,805
-1,865
| -5% | -$31.7K | ﹤0.01% | 4217 |
|
|
2018
Q4 | $479K | Buy |
34,670
+493
| +1% | +$6.81K | ﹤0.01% | 4238 |
|
|
2018
Q3 | $550K | Sell |
34,177
-18,414
| -35% | -$296K | ﹤0.01% | 4276 |
|
|
2018
Q2 | $842K | Buy |
52,591
+2,507
| +5% | +$40.1K | ﹤0.01% | 4043 |
|
|
2018
Q1 | $831K | Buy |
50,084
+30,964
| +162% | +$514K | ﹤0.01% | 3976 |
|
|
2017
Q4 | $355K | Buy |
19,120
+1,862
| +11% | +$34.6K | ﹤0.01% | 4507 |
|
|
2017
Q3 | $308K | Buy |
17,258
+422
| +3% | +$7.53K | ﹤0.01% | 4517 |
|
|
2017
Q2 | $287K | Buy |
16,836
+11,916
| +242% | +$203K | ﹤0.01% | 4421 |
|
|
2017
Q1 | $78K | Buy |
4,920
+996
| +25% | +$15.8K | ﹤0.01% | 5037 |
|
|
2016
Q4 | $62K | Sell |
3,924
-1,163
| -23% | -$18.4K | ﹤0.01% | 5062 |
|
|
2016
Q3 | $83K | Sell |
5,087
-83
| -2% | -$1.35K | ﹤0.01% | 4806 |
|
|
2016
Q2 | $82K | Buy |
5,170
+344
| +7% | +$5.46K | ﹤0.01% | 4755 |
|
|
2016
Q1 | $77K | Sell |
4,826
-1,515
| -24% | -$24.2K | ﹤0.01% | 4833 |
|
|
2015
Q4 | $89K | Sell |
6,341
-3,460
| -35% | -$48.6K | ﹤0.01% | 4810 |
|
|
2015
Q3 | $144K | Sell |
9,801
-4,776
| -33% | -$70.2K | ﹤0.01% | 4499 |
|
|
2015
Q2 | $230K | Buy |
14,577
+1,971
| +16% | +$31.1K | ﹤0.01% | 4401 |
|
|
2015
Q1 | $212K | Sell |
12,606
-10
| -0.1% | -$168 | ﹤0.01% | 4260 |
|
|
2014
Q4 | $208K | Buy |
12,616
+4,907
| +64% | +$80.9K | ﹤0.01% | 4273 |
|
|
2014
Q3 | $125K | Buy |
7,709
+4,705
| +157% | +$76.3K | ﹤0.01% | 4471 |
|
|
2014
Q2 | $47K | Sell |
3,004
-937
| -24% | -$14.7K | ﹤0.01% | 4860 |
|
|
2014
Q1 | $61K | Buy |
3,941
+376
| +11% | +$5.82K | ﹤0.01% | 4749 |
|
|
2013
Q4 | $50K | Buy |
3,565
+2,533
| +245% | +$35.5K | ﹤0.01% | 4659 |
|
|
2013
Q3 | $15K | Sell |
1,032
-1,501
| -59% | -$21.8K | ﹤0.01% | 4932 |
|
|
2013
Q2 | $37K | Buy |
+2,533
| New | +$37K | ﹤0.01% | 4619 |
|