Bank of Montreal
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Bank of Montreal’s Brookfield Renewable BEPC Stock Holding History

Bank of Montreal’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
2021
Q2 		– Sell
-459,700
Closed -$21.5M – 3770
2021
Q1 		$21.5M Buy
+459,700
New +$23.5M 0.01% 668

Other funds holding BEPC

ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of Montreal's BEPC Position: Q2 2026 in Review

Bank of Montreal increased its Brookfield Renewable (BEPC) stake by 12% in Q2 2026, buying an estimated $5.4M and bringing the position to 1,341,214 shares worth $49.8M. The position accounts for 0.02% of the portfolio, ranked #608.

Bank of Montreal first reported a position in BEPC in Q3 2020 and has held it in 24 quarters since. 312 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Bank of Montreal held 1,341,214 shares of Brookfield Renewable worth $49.8M as of Q2 2026.
  • Bank of Montreal bought 139,554 Brookfield Renewable shares in Q2 2026, an estimated $5.4M.
  • Brookfield Renewable made up 0.02% of Bank of Montreal's portfolio in Q2 2026, its #608 holding.
  • Bank of Montreal first reported a position in Brookfield Renewable in Q3 2020 and has held it in 24 quarters since.
  • 312 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.