BANK OF MONTREAL /CAN/
BankPosition in BEP — Brookfield Renewable Partners L.P.
CIK 927971
TORONTO, A6
Position in BEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$283,037,620
-$1,610,138 QoQ
Shares Held
8,149,658
-6.5% QoQ
Ownership
1.68%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#4
of 252 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BEP Over Time
Shares Held
Position Value (USD)
Derivatives in BEP
reported options exposure · as of Sep 30, 2020CallValue
$5,254,995
CallShares
150,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $364,536,208 across 7 Utilities - Renewable names. BEP ranks #1 (77.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEP |
Brookfield Renewable Partners L.P.
This page
|
8,149,658 | $283,037,620 | |
| 2 | BEPC |
Brookfield Renewable Corp
|
1,341,214 | $49,785,861 | |
| 3 | ORA |
Ormat Technologies, Inc.
|
160,631 | $17,492,714 | |
| 4 | ENLT |
Enlight Renewable Energy Ltd.
|
71,518 | $6,366,531 | |
| 5 | CWEN |
Clearway Energy, Inc.
|
115,567 | $3,950,077 | |
| 6 | FLNC |
Fluence Energy, Inc.
|
136,739 | $2,718,369 | |
| 7 | RNW |
ReNew Energy Global plc
|
189,606 | $1,185,036 |
All Filings in BEP
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,037,620 | 8,149,658 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $284,647,758 | 8,720,826 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $226,411,718 | 8,394,947 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $179,987,325 | 6,978,958 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $167,103,558 | 6,550,512 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $144,077,892 | 6,501,710 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $160,887,301 | 7,059,557 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $190,053,948 | 6,744,285 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $166,407,236 | 6,718,096 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $157,796,906 | 6,792,807 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $172,009,326 | 6,545,256 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $136,525,046 | 6,279,901 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $185,794,961 | 6,300,270 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $203,789,662 | 6,467,460 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $168,957,311 | 6,667,613 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $210,429,460 | 6,722,986 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $215,751,577 | 6,199,758 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $229,203,947 | 5,580,812 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $215,369,937 | 6,017,601 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $253,412,246 | 6,865,680 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $255,516,258 | 6,624,741 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $271,586,501 | 6,375,270 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $268,728,273 | 6,227,770 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $231,228,081 | 4,400,158 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | $5,254,995 | 100,000 | Call | Defined | 2020-11-12 | |
| 2020-06-30 | $208,181,886 | 4,346,185 | Shares | Defined | 2020-08-12 | |
| 2020-06-30 | $4,789,991 | 100,000 | Call | Defined | 2020-08-12 | |
| 2020-03-31 | $185,026,416 | 4,354,591 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||