Wilkerson Advisory Group’s Brookfield Renewable BEP Stock Holding History

Wilkerson Advisory Group’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	$347	Buy	+10	New	+$347	﹤0.01%	602

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

Wilkerson Advisory Group's BEP Position: Q2 2026 in Review

Wilkerson Advisory Group opened a new position in Brookfield Renewable (BEP) in Q2 2026: 10 shares worth $347. The stake represents ﹤0.01% of the portfolio and ranks #602 among its holdings.

254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Wilkerson Advisory Group held 10 shares of Brookfield Renewable worth $347 as of Q2 2026.
Brookfield Renewable was a new Wilkerson Advisory Group position in Q2 2026.
Brookfield Renewable made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #602 holding.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.