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Avalon Trust’s Brookfield Renewable BEPC Stock Holding History

Avalon Trust’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 		$11.9K Hold
300
– – ﹤0.01% 391
2025
Q4 		$11.5K Hold
300
– – ﹤0.01% 373
2025
Q3 		$10.3K Hold
300
– – ﹤0.01% 418
2025
Q2 		$9.83K Hold
300
– – ﹤0.01% 347
2025
Q1 		$8.38K Hold
300
– – ﹤0.01% 368
2024
Q4 		$8.3K Hold
300
– – ﹤0.01% 329
2024
Q3 		$9.8K Hold
300
– – ﹤0.01% 284
2024
Q2 		$8.51K Buy
+300
New +$8.38K ﹤0.01% 286

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Avalon Trust's BEPC Position: Q1 2026 in Review

Avalon Trust held its Brookfield Renewable (BEPC) position steady in Q1 2026 at 300 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Avalon Trust first reported a position in BEPC in Q2 2024 and has held it in 8 quarters since. 416 funds tracked by Wall St. Rank hold BEPC as of Q1 2026.

  • Avalon Trust held 300 shares of Brookfield Renewable worth $11.9K as of Q1 2026.
  • Avalon Trust left its Brookfield Renewable share count unchanged in Q1 2026.
  • Brookfield Renewable made up ﹤0.01% of Avalon Trust's portfolio in Q1 2026, its #391 holding.
  • Avalon Trust first reported a position in Brookfield Renewable in Q2 2024 and has held it in 8 quarters since.
  • 416 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.