Atria Investments’s Brookfield Renewable BEPC Stock Holding History

Atria Investments’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	$438K	Sell	11,786 -1,019	-8%	-$39.5K	﹤0.01%	1595
2026 Q1	$510K	Sell	12,805 -1,300	-9%	-$53K	0.01%	1436
2025 Q4	$541K	Buy	14,105 +4,488	+47%	+$181K	0.01%	1396
2025 Q3	$331K	Sell	9,617 -31	-0.3%	-$1.06K	﹤0.01%	1669
2025 Q2	$316K	Buy	+9,648	New	+$282K	﹤0.01%	1688
2024 Q4	–	Sell	-11,770	Closed	-$384K	–	1860
2024 Q3	$384K	Buy	11,770 +16	+0.1%	+$464	﹤0.01%	1465
2024 Q2	$334K	Buy	+11,754	New	+$329K	﹤0.01%	1525
2022 Q1	–	Sell	-29,692	Closed	-$1.09M	–	864
2021 Q4	$1.09M	Buy	29,692 +903	+3%	+$34.5K	0.02%	796
2021 Q3	$1.12M	Sell	28,789 -3,566	-11%	-$149K	0.02%	739
2021 Q2	$1.36M	Buy	32,355 +6,792	+27%	+$289K	0.03%	653
2021 Q1	$1.2M	Buy	25,563 +2,970	+13%	+$152K	0.03%	640
2020 Q4	$1.32M	Buy	+22,593	New	+$1.09M	0.03%	569

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

Atria Investments's BEPC Position: Q2 2026 in Review

Atria Investments reduced its Brookfield Renewable (BEPC) stake by 8% in Q2 2026, selling an estimated $39.5K and leaving 11,786 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

Atria Investments first reported a position in BEPC in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.36M in Q2 2021. 429 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Atria Investments held 11,786 shares of Brookfield Renewable worth $438K as of Q2 2026.
Atria Investments sold 1,019 Brookfield Renewable shares in Q2 2026, an estimated $39.5K.
Brookfield Renewable made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1595 holding.
Atria Investments first reported a position in Brookfield Renewable in Q4 2020 and has held it in 12 quarters since.
Atria Investments's Brookfield Renewable position peaked at $1.36M in Q2 2021.
429 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.