Balanced Rock Investment Advisors’s Brookfield Renewable BEPC Stock Holding History

Balanced Rock Investment Advisors’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	$484K	Buy	13,033 +743	+6%	+$28.8K	0.3%	67
2026 Q1	$490K	Sell	12,290 -131	-1%	-$5.34K	0.34%	60
2025 Q4	$476K	Sell	12,421 -810	-6%	-$32.6K	0.34%	62
2025 Q3	$455K	Sell	13,231 -582	-4%	-$20K	0.33%	66
2025 Q2	$453K	Sell	13,813 -265	-2%	-$7.74K	0.36%	61
2025 Q1	$393K	Buy	14,078 +106	+0.8%	+$2.91K	0.31%	63
2024 Q4	$386K	Sell	13,972 -651	-4%	-$20K	0.31%	61
2024 Q3	$478K	Sell	14,623 -258	-2%	-$7.48K	0.37%	52
2024 Q2	$422K	Buy	14,881 +225	+2%	+$6.29K	0.36%	58
2024 Q1	$360K	Buy	+14,656	New	+$384K	0.31%	64

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

Balanced Rock Investment Advisors's BEPC Position: Q2 2026 in Review

Balanced Rock Investment Advisors increased its Brookfield Renewable (BEPC) stake by 6% in Q2 2026, buying an estimated $28.8K and bringing the position to 13,033 shares worth $484K. The position accounts for 0.3% of the portfolio, ranked #67.

Balanced Rock Investment Advisors first reported a position in BEPC in Q1 2024 and has held it in 10 quarters since. The position peaked at $490K in Q1 2026. 428 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Balanced Rock Investment Advisors held 13,033 shares of Brookfield Renewable worth $484K as of Q2 2026.
Balanced Rock Investment Advisors bought 743 Brookfield Renewable shares in Q2 2026, an estimated $28.8K.
Brookfield Renewable made up 0.3% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #67 holding.
Balanced Rock Investment Advisors first reported a position in Brookfield Renewable in Q1 2024 and has held it in 10 quarters since.
Balanced Rock Investment Advisors's Brookfield Renewable position peaked at $490K in Q1 2026.
428 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.