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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return