Aventail Capital Group’s Brookfield Renewable BEPC Stock Holding History

Aventail Capital Group’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	$1.9M	Buy	+51,262	New	+$1.98M	0.11%	140
2026 Q1	–	Sell	-273,838	Closed	-$10.5M	–	173
2025 Q4	$10.5M	Buy	273,838 +173,820	+174%	+$6.99M	0.6%	45
2025 Q3	$3.44M	Buy	100,018 +1,619	+2%	+$55.5K	0.16%	109
2025 Q2	$3.23M	Buy	+98,399	New	+$2.87M	0.14%	96
2025 Q1	–	Sell	-126,464	Closed	-$3.5M	–	130
2024 Q4	$3.5M	Buy	+126,464	New	+$3.89M	0.18%	86
2023 Q3	–	Sell	-319,930	Closed	-$10.1M	–	77
2023 Q2	$10.1M	Buy	+319,930	New	+$10.8M	1.03%	28
2021 Q2	–	Sell	-496,771	Closed	-$23.2M	–	53
2021 Q1	$23.2M	Buy	+496,771	New	+$25.4M	10.37%	1

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

Aventail Capital Group's BEPC Position: Q2 2026 in Review

Aventail Capital Group opened a new position in Brookfield Renewable (BEPC) in Q2 2026: 51,262 shares worth $1.9M. The stake represents 0.11% of the portfolio and ranks #140 among its holdings. This is a return to the name: Aventail Capital Group previously reported a position in BEPC as recently as Q4 2025.

Aventail Capital Group first reported a position in BEPC in Q1 2021 and has held it in 7 quarters since. The position peaked at $23.2M in Q1 2021. 428 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Aventail Capital Group held 51,262 shares of Brookfield Renewable worth $1.9M as of Q2 2026.
Brookfield Renewable was a new Aventail Capital Group position in Q2 2026.
Brookfield Renewable made up 0.11% of Aventail Capital Group's portfolio in Q2 2026, its #140 holding.
Aventail Capital Group first reported a position in Brookfield Renewable in Q1 2021 and has held it in 7 quarters since.
Aventail Capital Group's Brookfield Renewable position peaked at $23.2M in Q1 2021.
428 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Aventail Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.