Filing Research | BROOKFIELD RENEWABLE ENERGY Institutional Holdings

Snapshot holdings

50 / 54 loaded

#		Instrument	quantity
1	INTACT INVESTMENT MANAGEMENT INC.	Shares	690.0KSH	$23.9M
2	DAVENPORT & Co LLC	Shares	343.0KSH	$11.9M
3	Rempart Asset Management Inc.	Shares	265.2KSH	$9.2M
4	Sequoia Financial Advisors, LLC	Shares	198.5KSH	$6.9M
5	NIGHTVIEW CAPITAL, LLC	Shares	172.2KSH	$6.0M
6	WALNUT PRIVATE EQUITY PARTNERS, LLC	Shares	131.8KSH	$4.6M
7	CREDIT INDUSTRIEL ET COMMERCIAL	Shares	122.9KSH	$4.3M
8	EPIQ PARTNERS, LLC	Shares	90.1KSH	$3.1M
9	PFG Investments, LLC	Shares	48.2KSH	$1.7M
10	EXCHANGE TRADED CONCEPTS, LLC	Shares	36.0KSH	$1.3M
11	Cardinal Point Capital Management ULC	Shares	29.4KSH	$1.0M
12	Sage Investment Counsel LLC	Shares	21.9KSH	$761.5K
13	Apollon Wealth Management, LLC	Shares	17.4KSH	$602.7K
14	Wealth Care LLC	Shares	12.6KSH	$437.3K
15	Pacifica Partners Inc.	Shares	12.1KSH	$408.4K
16	Sowell Financial Services LLC	Shares	9.6KSH	$333.4K
17	SALEM INVESTMENT COUNSELORS INC	Shares	9.3KSH	$321.7K
18	ASPIRIANT, LLC	Shares	8.6KSH	$297.3K
19	Warren Street Wealth Advisors, LLC	Shares	8.4KSH	$290.2K
20	B. Riley Wealth Advisors, Inc.	Shares	7.0KSH	$242.6K
21	J.W. COLE ADVISORS, INC.	Shares	6.9KSH	$240.9K
22	Cornerstone Wealth Management, LLC	Shares	6.6KSH	$227.6K
23	Indiana Trust & Investment Management Co	Shares	6.4KSH	$222.3K
24	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	4.0KSH	$138.0K
25	LANARK FINANCIAL, INC.	Shares	3.3KSH	$114.1K
26	JCIC Asset Management Inc.	Shares	3.0KSH	$98.9K
27	Triumph Capital Management	Shares	2.1KSH	$73.6K
28	Hilltop National Bank	Shares	1.8KSH	$63.6K
29	GAMMA Investing LLC	Shares	1.7KSH	$59.1K
30	SOA Wealth Advisors, LLC.	Shares	45.5KSH	$45.5K
31	JNBA Financial Advisors	Shares	1.0KSH	$34.7K
32	Vision Retirement, LLC	Shares	666SH	$23.1K
33	IFP Advisors, Inc	Shares	621SH	$21.6K
34	MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd	Shares	422.0KSH	$20.8K
35	SIGNATUREFD, LLC	Shares	462SH	$16.1K
36	Spire Wealth Management	Shares	297SH	$10.3K
37	BIRCHBROOK, INC.	Shares	200SH	$6.9K
38	SJS Investment Consulting Inc.	Shares	200SH	$6.9K
39	Moisand Fitzgerald Tamayo, LLC	Shares	174SH	$6.0K
40	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	168SH	$5.8K
41	Financial Perspectives, Inc	Shares	150SH	$5.2K
42	JFS WEALTH ADVISORS, LLC	Shares	136SH	$4.7K
43	GILPIN WEALTH MANAGEMENT, LLC	Shares	91SH	$3.2K
44	West Branch Capital LLC	Shares	51SH	$1.8K
45	Founders Capital Management	Shares	47SH	$1.6K
46	Farther Finance Advisors, LLC	Shares	43SH	$1.5K
47	AdvisorNet Financial, Inc	Shares	42SH	$1.4K
48	Byrne Asset Management LLC	Shares	25SH	$868
49	Center for Financial Planning, Inc.	Shares	22SH	$765
50	Cedar Mountain Advisors, LLC	Shares	12SH	$417

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Manager changes2026-06-30 vs 2026-03-31

50 / 57 loaded

#		Instrument
1	DAVENPORT & Co LLC trimmed	Shares	-500	+$785.4K	$11.9M
2	Sequoia Financial Advisors, LLC trimmed	Shares	-10	+$414.6K	$6.9M
3	Rempart Asset Management Inc. trimmed	Shares	-5.3K	+$382.8K	$9.2M
4	NIGHTVIEW CAPITAL, LLC unchanged	Shares	0	+$359.8K	$6.0M
5	WALNUT PRIVATE EQUITY PARTNERS, LLC unchanged	Shares	0	+$275.5K	$4.6M
6	Cardinal Point Capital Management ULC added	Shares	+2.3K	+$136.1K	$1.0M
7	EPIQ PARTNERS, LLC trimmed	Shares	-2.3K	+$113.1K	$3.1M
8	Sage Investment Counsel LLC unchanged	Shares	0	+$45.8K	$761.5K
9	Apollon Wealth Management, LLC added	Shares	+85	+$39.0K	$602.7K
10	Wealth Care LLC unchanged	Shares	0	+$26.3K	$437.3K
11	B. Riley Wealth Advisors, Inc. added	Shares	+41	+$23.2K	$242.6K
12	Sowell Financial Services LLC unchanged	Shares	0	+$20.1K	$333.4K
13	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$19.4K	$321.7K
14	ASPIRIANT, LLC unchanged	Shares	0	+$17.9K	$297.3K
15	Warren Street Wealth Advisors, LLC unchanged	Shares	0	+$17.5K	$290.2K
16	SOA Wealth Advisors, LLC. added	Shares	+17.2K	+$17.2K	$45.5K
17	Pacifica Partners Inc. unchanged	Shares	0	+$14.6K	$408.4K
18	Cornerstone Wealth Management, LLC added	Shares	+3	+$13.8K	$227.6K
19	Indiana Trust & Investment Management Co unchanged	Shares	0	+$13.1K	$222.3K
20	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	+$8.3K	$138.0K
21	LANARK FINANCIAL, INC. added	Shares	+36	+$8.0K	$114.1K
22	JFS WEALTH ADVISORS, LLC new	Shares	+136	+$4.7K	$4.7K
23	Hilltop National Bank unchanged	Shares	0	+$3.8K	$63.6K
24	Triumph Capital Management unchanged	Shares	0	+$3.6K	$73.6K
25	GAMMA Investing LLC unchanged	Shares	0	+$3.6K	$59.1K
26	JNBA Financial Advisors unchanged	Shares	0	+$2.1K	$34.7K
27	Vision Retirement, LLC added	Shares	+14	+$1.8K	$23.1K
28	MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd trimmed	Shares	-150.4K	+$1.8K	$20.8K
29	IFP Advisors, Inc unchanged	Shares	0	+$1.3K	$21.6K
30	SIGNATUREFD, LLC added	Shares	+5	+$1.1K	$16.1K
31	BIRCHBROOK, INC. unchanged	Shares	0	+$418	$6.9K
32	SJS Investment Consulting Inc. unchanged	Shares	0	+$418	$6.9K
33	Moisand Fitzgerald Tamayo, LLC unchanged	Shares	0	+$364	$6.0K
34	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	+$351	$5.8K
35	Wilkerson Advisory Group LLC new	Shares	+10	+$347	$347
36	Financial Perspectives, Inc unchanged	Shares	0	+$313	$5.2K
37	Baskin Financial Services Inc. new	Shares	+7.5K	+$260	$260
38	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$190	$3.2K
39	West Branch Capital LLC unchanged	Shares	0	+$107	$1.8K
40	AdvisorNet Financial, Inc added	Shares	+1	+$103	$1.4K
41	Founders Capital Management unchanged	Shares	0	+$98	$1.6K
42	Farther Finance Advisors, LLC unchanged	Shares	0	+$71	$1.5K
43	Center for Financial Planning, Inc. unchanged	Shares	0	+$46	$765
44	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$25	$417
45	A. D. Beadell Investment Counsel, Inc. unchanged	Shares	0	+$14	$235
46	JCIC Asset Management Inc. unchanged	Shares	0	$0	$98.9K
47	Roble, Belko & Company, Inc unchanged	Shares	0	$0	$0
48	J.W. COLE ADVISORS, INC. trimmed	Shares	-508	-$2.1K	$240.9K
49	Byrne Asset Management LLC trimmed	Shares	-75	-$2.4K	$868
50	Scarborough Advisors, LLC exited	Shares	-210	-$6.9K	$0

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