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 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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Balanced Rock Investment Advisors's BEPC Position: Q1 2026 in Review

Balanced Rock Investment Advisors reduced its Brookfield Renewable (BEPC) stake by 1.1% in Q1 2026, selling an estimated $5.34K and leaving 12,290 shares worth $490K. The position accounts for 0.34% of the portfolio, ranked #60.

Balanced Rock Investment Advisors first reported a position in BEPC in Q1 2024 and has held it in 9 quarters since. 416 funds tracked by Wall St. Rank hold BEPC as of Q1 2026.

Balanced Rock Investment Advisors held 12,290 shares of Brookfield Renewable worth $490K as of Q1 2026.
Balanced Rock Investment Advisors sold 131 Brookfield Renewable shares in Q1 2026, an estimated $5.34K.
Brookfield Renewable made up 0.34% of Balanced Rock Investment Advisors's portfolio in Q1 2026, its #60 holding.
Balanced Rock Investment Advisors first reported a position in Brookfield Renewable in Q1 2024 and has held it in 9 quarters since.
416 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.