Baker Tilly Wealth Management’s Brookfield Renewable BEPC Stock Holding History

Baker Tilly Wealth 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	–	Sell	-5,657	Closed	-$225K	–	290
2026 Q1	$225K	Sell	5,657 -126	-2%	-$5.13K	0.05%	256
2025 Q4	$222K	Buy	+5,783	New	+$233K	0.05%	262
2023 Q3	–	Sell	-12,807	Closed	-$404K	–	470
2023 Q2	$404K	Buy	12,807 +793	+7%	+$26.8K	0.04%	394
2023 Q1	$420K	Sell	12,014 -811	-6%	-$24.6K	0.05%	379
2022 Q4	$353K	Buy	12,825 +3,543	+38%	+$109K	0.04%	406
2022 Q3	$303K	Sell	9,282 -989	-10%	-$38K	0.04%	408
2022 Q2	$366K	Buy	10,271 +1,618	+19%	+$59.8K	0.05%	378
2022 Q1	$379K	Buy	+8,653	New	+$320K	0.04%	397

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

Baker Tilly Wealth Management's BEPC Position: Q2 2026 in Review

Baker Tilly Wealth Management sold out of Brookfield Renewable (BEPC) in Q2 2026, closing a stake of 5,657 shares — an estimated $225K sold.

Baker Tilly Wealth Management first reported a position in BEPC in Q1 2022 and held it in 8 quarters. The position peaked at $420K in Q1 2023. 425 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Baker Tilly Wealth Management reported no remaining Brookfield Renewable position as of Q2 2026 after selling out during the quarter.
Baker Tilly Wealth Management sold 5,657 Brookfield Renewable shares in Q2 2026, an estimated $225K.
Baker Tilly Wealth Management first reported a position in Brookfield Renewable in Q1 2022 and held it in 8 quarters.
Baker Tilly Wealth Management's Brookfield Renewable position peaked at $420K in Q1 2023.
425 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.