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 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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

CIBC Bancorp USA Chicago, Illinois $74B AUM

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return