Advisors Capital Management’s Brookfield Renewable BEPC Stock Holding History

Advisors Capital 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 Q2	$67.1M	Buy	1,806,688 +22,830	+1%	+$884K	0.71%	39
2026 Q1	$71.1M	Buy	1,783,858 +20,185	+1%	+$822K	0.83%	32
2025 Q4	$67.6M	Sell	1,763,673 -24,566	-1%	-$988K	0.8%	29
2025 Q3	$61.6M	Buy	1,788,239 +70,921	+4%	+$2.43M	0.76%	37
2025 Q2	$56.3M	Buy	1,717,318 +62,138	+4%	+$1.81M	0.77%	35
2025 Q1	$46.2M	Buy	1,655,180 +136,037	+9%	+$3.73M	0.72%	41
2024 Q4	$42M	Buy	1,519,143 +4,717	+0.3%	+$145K	0.66%	42
2024 Q3	$49.5M	Buy	1,514,426 +22,535	+2%	+$653K	0.8%	31
2024 Q2	$42.3M	Buy	1,491,891 +710,321	+91%	+$19.9M	0.74%	36
2024 Q1	$19.2M	Buy	781,570 +399,119	+104%	+$10.5M	0.35%	90
2023 Q4	$11M	Buy	+382,451	New	+$9.75M	0.22%	125
2021 Q1	–	Sell	-24,898	Closed	-$1.45M	–	366
2020 Q4	$1.45M	Sell	24,898 -1,439	-5%	-$69.2K	0.06%	185
2020 Q3	$1.03M	Buy	+26,337	New	+$883K	0.05%	179

Other funds holding BEPC

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Advisors Capital Management's BEPC Position: Q2 2026 in Review

Advisors Capital Management increased its Brookfield Renewable (BEPC) stake by 1.3% in Q2 2026, buying an estimated $884K and bringing the position to 1,806,688 shares worth $67.1M. The position accounts for 0.71% of the portfolio, ranked #39.

Advisors Capital Management first reported a position in BEPC in Q3 2020 and has held it in 13 quarters since. The position peaked at $71.1M in Q1 2026. 426 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Advisors Capital Management held 1,806,688 shares of Brookfield Renewable worth $67.1M as of Q2 2026.
Advisors Capital Management bought 22,830 Brookfield Renewable shares in Q2 2026, an estimated $884K.
Brookfield Renewable made up 0.71% of Advisors Capital Management's portfolio in Q2 2026, its #39 holding.
Advisors Capital Management first reported a position in Brookfield Renewable in Q3 2020 and has held it in 13 quarters since.
Advisors Capital Management's Brookfield Renewable position peaked at $71.1M in Q1 2026.
426 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.