BROOKFIELD RENEWABLE PARTNER BEP
PARTNERSHIP UNIT · Ltd Part · CUSIP G16258108 · ISIN BMG162581083
- SectorUtilities
- IndustryElectric Services
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($73.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $32.63. Options: 8 managers hold calls ($23.0m notional), 8 hold puts ($55.5m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 232 |
| Q4 2022 | 229 |
| Q1 2023 | 242 |
| Q2 2023 | 220 |
| Q3 2023 | 211 |
| Q4 2023 | 217 |
| Q1 2024 | 210 |
| Q2 2024 | 216 |
| Q3 2024 | 220 |
| Q4 2024 | 222 |
| Q1 2025 | 215 |
| Q2 2025 | 223 |
| Q3 2025 | 229 |
| Q4 2025 | 243 |
| Q1 2026 | 255 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 86 | 82 |
| Q3 2024 | 91 | 71 |
| Q4 2024 | 86 | 75 |
| Q1 2025 | 86 | 91 |
| Q2 2025 | 83 | 79 |
| Q3 2025 | 96 | 82 |
| Q4 2025 | 96 | 77 |
| Q1 2026 | 92 | 84 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $20.5m | $9.1m | 0.44 |
| Q3 2025 | $20.5m | $9.1m | 0.44 |
| Q4 2025 | $28.3m | $42.1m | 1.49 |
| Q1 2026 | $23.0m | $55.5m | 2.41 |
Biggest buyers
| Connor, Clark & Lunn Investment Management Ltd. | Added | +1.6m |
| JPMORGAN CHASE & CO | Added | +1.2m |
| BANK OF AMERICA CORP /DE/ | Added | +783.6k |
| MORGAN STANLEY | Added | +567.7k |
| Waratah Capital Advisors Ltd. | New | +488.0k |
| BANK OF MONTREAL /CAN/ | Added | +325.9k |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | Added | +319.3k |
| UBS Group AG | Added | +301.1k |
| EAGLE GLOBAL ADVISORS LLC | New | +290.4k |
| TD Waterhouse Canada Inc. | Added | +219.0k |
Biggest sellers
| PRINCIPAL FINANCIAL GROUP INC | Reduced | -1.5m |
| FIL Ltd | Reduced | -857.3k |
| Liontrust Investment Partners LLP | Sold out | -786.3k |
| CIBC Asset Management Inc | Reduced | -673.1k |
| STATE OF WISCONSIN INVESTMENT BOARD | Reduced | -646.8k |
| TORONTO DOMINION BANK | Reduced | -536.7k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Reduced | -513.3k |
| CITADEL ADVISORS LLC | Reduced | -377.0k |
| INTACT INVESTMENT MANAGEMENT INC. | Reduced | -373.4k |
| Point72 Asset Management, L.P. | Reduced | -347.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $12.6m385.3k shares |
| SIG North Trading, ULC | Added | $5.2m159.2k shares |
| SIMPLEX TRADING, LLC | New | $2.0m61.5k shares |
| CITADEL ADVISORS LLC | Reduced | $1.4m41.8k shares |
| IMC-Chicago, LLC | Reduced | $643.0k19.7k shares |
| JANE STREET GROUP, LLC | Reduced | $610.4k18.7k shares |
| TORONTO DOMINION BANK | Added | $561.2k17.2k shares |
| GROUP ONE TRADING LLC | Reduced | $68.5k2.1k shares |
Biggest puts
| SIG North Trading, ULC | Added | $25.6m785.5k shares |
| ROYAL BANK OF CANADA | Unchanged | $22.8m700.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.0m121.9k shares |
| CITADEL ADVISORS LLC | Reduced | $1.5m45.2k shares |
| PEAK6 LLC | New | $607.1k18.6k shares |
| TORONTO DOMINION BANK | Added | $473.1k14.5k shares |
| IMC-Chicago, LLC | Reduced | $352.5k10.8k shares |
| SIMPLEX TRADING, LLC | New | $97.9k3.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
BROOKFIELD Corp /ON/
13D · may seek influence
-0.5 pts · filed 2026-07-23
Stated purposeItem 4 of the Schedule 13D is hereby supplemented as follows: On July 21, 2026, BEP, BEPC and Brookfield Renewable Partners Inc. ("BEP Inc.") entered into an arrangement agreement pursuant to which, among other things, the parties agreed to implement an arrangement (the "Transaction") to simplify BEP's and BEPC's corporate structure by converting BEP and BEPC into a single Canadian publicly traded corporate entity, BEP Inc. The Transaction will be implemented pursuant to a court-approved plan of arrangement under the Business Corporations Act (British Columbia), and completion of the Transaction is subject to a number of conditions, including obtaining the approval of the holders of L.P. Units (the "Unitholders") and approval by the British Columbia Supreme Court. If the Transaction is a… Full filing |
47.1% |
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| Brookfield Corp /ON/ 3.58% of their portfolio | 81.3m $2.7bn | Unchanged |
| ROYAL BANK OF CANADA 0.11% of their portfolio | 17.6m $574.1m | Reduced -148.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.15% of their portfolio | 8.8m $286.2m | Reduced -1.5m |
| BANK OF MONTREAL /CAN/ 0.12% of their portfolio | 8.7m $284.5m | Added +325.9k |
| FIL Ltd 0.21% of their portfolio | 8.1m $264.8m | Reduced -857.3k |
| MORGAN STANLEY 0.01% of their portfolio | 4.6m $150.0m | Added +567.7k |
| Connor, Clark & Lunn Investment Management Ltd. 0.32% of their portfolio | 4.3m $139.9m | Added +1.6m |
| STATE OF WISCONSIN INVESTMENT BOARD 0.32% of their portfolio | 4.2m $137.8m | Reduced -646.8k |
| CIBC Asset Management Inc 0.31% of their portfolio | 3.9m $126.6m | Reduced -673.1k |
| TD Asset Management Inc 0.08% of their portfolio | 2.9m $94.4m | Added +206.4k |
| SCOTIA CAPITAL INC. 0.39% of their portfolio | 2.9m $93.7m | Added +49.0k |
| NATIONAL BANK OF CANADA /FI/ 0.09% of their portfolio | 2.7m $89.1m | Reduced -135.4k |
| CIBC WORLD MARKET INC. 0.16% of their portfolio | 2.7m $88.8m | Reduced -265.8k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 1.9m $61.8m | Added +41.8k |
| PICTON MAHONEY ASSET MANAGEMENT 0.64% of their portfolio | 1.9m $61.3m | Added +199.5k |
| TORONTO DOMINION BANK 0.09% of their portfolio | 1.4m $46.1m | Reduced -536.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.4m $44.3m | Added +1.2m |
| BANK OF NOVA SCOTIA 0.07% of their portfolio | 1.1m $37.4m | Added +114.1k |
| AGF MANAGEMENT LTD 0.16% of their portfolio | 1.1m $35.9m | Added +143.5k |
| Invesco Ltd. 0.00% of their portfolio | 1.1m $34.9m | Reduced -337.9k |
| TD Waterhouse Canada Inc. 0.10% of their portfolio | 1.1m $34.4m | Added +219.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.0m $34.1m | Reduced -152.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 973.3k $31.8m | Added +783.6k |
| CIBC Bancorp USA Inc. 0.03% of their portfolio | 787.4k $25.7m | First filing |
| INTACT INVESTMENT MANAGEMENT INC. 0.73% of their portfolio | 783.1k $25.5m | Reduced -373.4k |
| BOWEN HANES & CO INC 0.62% of their portfolio | 780.7k $25.5m | Unchanged |
| CITIGROUP INC 0.02% of their portfolio | 778.1k $25.3m | Reduced -3.3k |
| Clearbridge Investments, LLC 0.02% of their portfolio | 699.3k $22.8m | Reduced -7.0k |
| Federation des caisses Desjardins du Quebec 0.08% of their portfolio | 646.9k $21.0m | Reduced -88.3k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 646.5k $21.1m | Reduced -49.7k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.02% of their portfolio | 602.4k $19.6m | Reduced -513.3k |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 2.02% of their portfolio | 572.4k $19.0m | Reduced -2.9k |
| Rockefeller Capital Management L.P. 0.03% of their portfolio | 510.4k $16.7m | Reduced -717 |
| Waratah Capital Advisors Ltd. 1.43% of their portfolio | 488.0k $15.9m | New |
| Purpose Unlimited Inc. 0.64% of their portfolio | 472.0k $15.4m | Added +6.6k |
| COMMERCE BANK 0.07% of their portfolio | 468.6k $15.3m | Unchanged |
| Point72 Asset Management, L.P. 0.03% of their portfolio | 454.6k $14.8m | Reduced -347.5k |
| UBS Group AG 0.00% of their portfolio | 445.6k $14.5m | Added +301.1k |
| Alberta Investment Management Corp 0.09% of their portfolio | 445.2k $14.5m | Added +135.1k |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.09% of their portfolio | 441.2k $14.4m | Added +319.3k |
| Advisors Capital Management, LLC 0.16% of their portfolio | 411.8k $13.4m | Added +1.9k |
| Beutel, Goodman & Co Ltd. 0.08% of their portfolio | 344.3k $11.2m | Reduced -5.1k |
| DAVENPORT & Co LLC 0.06% of their portfolio | 343.5k $11.1m | Reduced -250 |
| Deltroit Asset Management (UK) LLP 1.65% of their portfolio | 291.4k $9.5m | Reduced -262.4k |
| EAGLE GLOBAL ADVISORS LLC 0.34% of their portfolio | 290.4k $9.5m | New |
| Rempart Asset Management Inc. 1.85% of their portfolio | 270.5k $8.8m | Reduced -6.2k |
| FIRST MANHATTAN CO. LLC. 0.02% of their portfolio | 255.2k $8.3m | Reduced -25.3k |
| NewGen Asset Management Ltd 4.74% of their portfolio | 239.5k $7.8m | Unchanged |
| Northwest & Ethical Investments L.P. 0.18% of their portfolio | 235.4k $7.7m | Added +10.6k |
| SIG North Trading, ULC 1.43% of their portfolio | 218.6k $7.1m | Reduced -37.8k |
| Foresight Group Ltd Liability Partnership 1.47% of their portfolio | 213.2k $8.3m | New |
| Sequoia Financial Advisors, LLC 0.04% of their portfolio | 198.5k $6.5m | Reduced -2.7k |
| NIGHTVIEW CAPITAL, LLC 4.30% of their portfolio | 172.2k $5.6m | New |
| PCJ Investment Counsel Ltd. 1.58% of their portfolio | 170.6k $5.6m | New |
| WHITEBOX ADVISORS LLC 0.08% of their portfolio | 170.0k $5.5m | Unchanged |
| CREDIT INDUSTRIEL ET COMMERCIAL 0.86% of their portfolio | 165.5k $5.4m | Reduced -250.6k |
| Groupe la Francaise 0.07% of their portfolio | 159.9k $5.2m | Added +105.6k |
| Northern Right Capital Management, L.P. 1.85% of their portfolio | 159.4k $5.2m | Reduced -3.0k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 139.7k $4.6m | Added +14.3k |
| DAVIS-REA LTD. 1.18% of their portfolio | 138.8k $4.5m | Reduced -3.8k |
| WALNUT PRIVATE EQUITY PARTNERS, LLC 2.37% of their portfolio | 131.8k $4.3m | Unchanged |
| K2 PRINCIPAL FUND, L.P. 0.43% of their portfolio | 125.8k $4.1m | Reduced -4.1k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 121.6k $4.0m | Added +29.4k |
| Tacita Capital Inc 2.19% of their portfolio | 113.9k $3.7m | Reduced -5.2k |
| Gold Investment Management Ltd. 1.06% of their portfolio | 104.8k $3.4m | Added +2.8k |
| EPIQ PARTNERS, LLC 1.41% of their portfolio | 92.5k $3.0m | Reduced -2.8k |
| 1832 Asset Management L.P. 0.00% of their portfolio | 88.6k $2.9m | Reduced -5.1k |
| Cetera Investment Advisers 0.00% of their portfolio | 80.0k $2.6m | Reduced -2.8k |
| BROWN ADVISORY INC 0.00% of their portfolio | 79.9k $2.6m | Added +7.4k |
| MAI Capital Management 0.01% of their portfolio | 78.1k $2.5m | Added +8.2k |
| Edgemoor Investment Advisors, Inc. 0.20% of their portfolio | 77.1k $2.5m | Added +18.4k |
| NINE MASTS CAPITAL Ltd 0.37% of their portfolio | 72.9k $2.4m | New |
| SCS Capital Management LLC 0.03% of their portfolio | 72.8k $2.4m | Added +1.0k |
| Fort Sheridan Advisors LLC 0.27% of their portfolio | 68.4k $2.2m | Added +9 |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 67.8k $2.2m | Added +19.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 65.9k $2.2m | Added +1.6k |
| SFE Investment Counsel 0.34% of their portfolio | 65.8k $2.1m | Reduced -200 |
| Sanctuary Advisors, LLC 0.01% of their portfolio | 65.2k $2.1m | Added +1.5k |
| LPL Financial LLC 0.00% of their portfolio | 63.3k $2.1m | Added +459 |
| BCV Asset Management Inc. 0.07% of their portfolio | 60.7k $1.9m | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 60.2k $2.0m | Added +14.8k |
| NEXPOINT ASSET MANAGEMENT, L.P. 0.13% of their portfolio | 57.5k $1.9m | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 53.8k $1.8m | Reduced -377.0k |
| PFG Investments, LLC 0.08% of their portfolio | 52.6k $1.7m | Reduced -93 |
| Texas Yale Capital Corp. 0.05% of their portfolio | 49.4k $1.6m | Unchanged |
| XTX Topco Ltd 0.03% of their portfolio | 49.1k $1.6m | Added +9.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 48.2k $1.6m | Added +1.9k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 47.9k $1.6m | Reduced -23.2k |
| Arkadios Wealth Advisors 0.03% of their portfolio | 46.6k $1.5m | Reduced -10.0k |
| EXCHANGE TRADED CONCEPTS, LLC 0.01% of their portfolio | 42.8k $1.4m | New |
| HighTower Advisors, LLC 0.00% of their portfolio | 41.9k $1.4m | Added +317 |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 39.0k $1.3m | Added +4.3k |
| Oak Grove Capital LLC 0.22% of their portfolio | 38.5k $1.3m | New |
| HB Wealth Management, LLC 0.01% of their portfolio | 38.0k $1.2m | Unchanged |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 35.9k $1.2m | Reduced -300 |
| NATURAL INVESTMENTS, LLC 0.28% of their portfolio | 34.8k $1.1m | Reduced -993 |
| U.S. Capital Wealth Advisors, LLC 0.03% of their portfolio | 34.6k $1.1m | Added +5.0k |
| Investment Management Corp of Ontario 0.01% of their portfolio | 32.7k $1.1m | Added +4.5k |
| EVERETT HARRIS & CO /CA/ 0.01% of their portfolio | 30.0k $979.2k | Unchanged |
| PenderFund Capital Management Ltd. 0.15% of their portfolio | 30.0k $978.6k | Unchanged |