West Branch Capital’s Brookfield Renewable BEP Stock Holding History

West Branch Capital’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	$1.77K	Hold	51	–	–	﹤0.01%	296
2026 Q1	$1.67K	Hold	51	–	–	﹤0.01%	311
2025 Q4	$1.38K	Hold	51	–	–	﹤0.01%	347
2025 Q3	$1.32K	Hold	51	–	–	﹤0.01%	369
2025 Q2	$1.3K	Hold	51	–	–	﹤0.01%	384
2025 Q1	$1.13K	Hold	51	–	–	﹤0.01%	411
2024 Q4	$1.16K	Hold	51	–	–	﹤0.01%	398
2024 Q3	$1.44K	Hold	51	–	–	﹤0.01%	383
2024 Q2	$1.26K	Hold	51	–	–	﹤0.01%	388
2024 Q1	$1.19K	Hold	51	–	–	﹤0.01%	385
2023 Q4	$1.34K	Hold	51	–	–	﹤0.01%	405
2023 Q3	$1.11K	Hold	51	–	–	﹤0.01%	397
2023 Q2	$1.5K	Hold	51	–	–	﹤0.01%	397
2023 Q1	$1.61K	Hold	51	–	–	﹤0.01%	399
2022 Q4	$1.29K	Hold	51	–	–	﹤0.01%	402
2022 Q3	$2K	Hold	51	–	–	﹤0.01%	395
2022 Q2	$2K	Hold	51	–	–	﹤0.01%	380
2022 Q1	$2K	Hold	51	–	–	﹤0.01%	385
2021 Q4	$2K	Hold	51	–	–	﹤0.01%	414
2021 Q3	$2K	Hold	51	–	–	﹤0.01%	387
2021 Q2	$2K	Buy	+51	New	+$2.02K	﹤0.01%	405

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

West Branch Capital's BEP Position: Q2 2026 in Review

West Branch Capital held its Brookfield Renewable (BEP) position steady in Q2 2026 at 51 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

West Branch Capital first reported a position in BEP in Q2 2021 and has held it in 21 quarters since. The position peaked at $2K in Q3 2022. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

West Branch Capital held 51 shares of Brookfield Renewable worth $1.77K as of Q2 2026.
West Branch Capital left its Brookfield Renewable share count unchanged in Q2 2026.
Brookfield Renewable made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #296 holding.
West Branch Capital first reported a position in Brookfield Renewable in Q2 2021 and has held it in 21 quarters since.
West Branch Capital's Brookfield Renewable position peaked at $2K in Q3 2022.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.