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Advisors Asset Management’s Brookfield Renewable BEPC Stock Holding History

Advisors Asset Management’s Portfolio BEPC Stock Details BEPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-42
Closed -$1.61K – 1457
2025
Q4 		$1.61K Sell
42
-58
-58% -$2.33K ﹤0.01% 1419
2025
Q3 		$3.44K Sell
100
-16
-14% -$549 ﹤0.01% 1413
2025
Q2 		$3.8K Sell
116
-4
-3% -$117 ﹤0.01% 1415
2025
Q1 		$3.35K Sell
120
-9
-7% -$247 ﹤0.01% 1447
2024
Q4 		$3.57K Buy
129
+65
+102% +$2K ﹤0.01% 1440
2024
Q3 		$2.09K Sell
64
-4,786
-99% -$139K ﹤0.01% 1437
2024
Q2 		$138K Sell
4,850
-423
-8% -$11.8K ﹤0.01% 1163
2024
Q1 		$130K Sell
5,273
-790
-13% -$20.7K ﹤0.01% 1189
2023
Q4 		$175K Sell
6,063
-6,775
-53% -$173K ﹤0.01% 1131
2023
Q3 		$307K Sell
12,838
-1,641
-11% -$47.6K 0.01% 1030
2023
Q2 		$456K Buy
14,479
+1,820
+14% +$61.4K 0.01% 957
2023
Q1 		$442K Sell
12,659
-7,460
-37% -$226K 0.01% 957
2022
Q4 		$554K Sell
20,119
-2,573
-11% -$79.5K 0.01% 903
2022
Q3 		$742K Buy
22,692
+2,457
+12% +$94.5K 0.01% 828
2022
Q2 		$721K Buy
20,235
+7,085
+54% +$262K 0.01% 851
2022
Q1 		$576K Buy
13,150
+4,578
+53% +$169K 0.01% 964
2021
Q4 		$316K Buy
8,572
+6,560
+326% +$250K ﹤0.01% 1119
2021
Q3 		$78K Buy
+2,012
New +$84.3K ﹤0.01% 1325
2021
Q1 		– Sell
-9,725
Closed -$567K – 1483
2020
Q4 		$567K Sell
9,725
-6,997
-42% -$336K 0.01% 927
2020
Q3 		$653K Buy
+16,722
New +$561K 0.01% 836

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Advisors Asset Management's BEPC Position: Q1 2026 in Review

Advisors Asset Management sold out of Brookfield Renewable (BEPC) in Q1 2026, closing a stake of 42 shares — an estimated $1.61K sold.

Advisors Asset Management first reported a position in BEPC in Q3 2020 and held it in 20 quarters. The position peaked at $742K in Q3 2022. 418 funds tracked by Wall St. Rank hold BEPC as of Q1 2026.

  • Advisors Asset Management reported no remaining Brookfield Renewable position as of Q1 2026 after selling out during the quarter.
  • Advisors Asset Management sold 42 Brookfield Renewable shares in Q1 2026, an estimated $1.61K.
  • Advisors Asset Management first reported a position in Brookfield Renewable in Q3 2020 and held it in 20 quarters.
  • Advisors Asset Management's Brookfield Renewable position peaked at $742K in Q3 2022.
  • 418 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.