Bartlett & Co Wealth Management’s Brookfield Renewable BEPC Stock Holding History

Bartlett & Co 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	$18.4K	Buy	495 +67	+16%	+$2.59K	﹤0.01%	906
2026 Q1	$15.2K	Buy	428 +28	+7%	+$1.14K	﹤0.01%	862
2025 Q4	$15.3K	Hold	400	–	–	﹤0.01%	866
2025 Q3	$13.8K	Hold	400	–	–	﹤0.01%	877
2025 Q2	$13.1K	Buy	+400	New	+$11.7K	﹤0.01%	885
2025 Q1	–	Sell	-1,025	Closed	-$28.4K	–	1233
2024 Q4	$28.4K	Hold	1,025	–	–	﹤0.01%	754
2024 Q3	$33.5K	Hold	1,025	–	–	﹤0.01%	728
2024 Q2	$29.1K	Hold	1,025	–	–	﹤0.01%	761
2024 Q1	$25.2K	Hold	1,025	–	–	﹤0.01%	785
2023 Q4	$29.8K	Buy	+1,025	New	+$26.1K	﹤0.01%	795
2022 Q4	–	Sell	-26	Closed	-$850	–	1109
2022 Q3	$850	Sell	26 -44	-63%	-$1.69K	﹤0.01%	1121
2022 Q2	$2.49K	Buy	+70	New	+$2.59K	﹤0.01%	1151

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

Bartlett & Co Wealth Management's BEPC Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Brookfield Renewable (BEPC) stake by 16% in Q2 2026, buying an estimated $2.59K and bringing the position to 495 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

Bartlett & Co Wealth Management first reported a position in BEPC in Q2 2022 and has held it in 12 quarters since. The position peaked at $33.5K in Q3 2024. 428 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Bartlett & Co Wealth Management held 495 shares of Brookfield Renewable worth $18.4K as of Q2 2026.
Bartlett & Co Wealth Management bought 67 Brookfield Renewable shares in Q2 2026, an estimated $2.59K.
Brookfield Renewable made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #906 holding.
Bartlett & Co Wealth Management first reported a position in Brookfield Renewable in Q2 2022 and has held it in 12 quarters since.
Bartlett & Co Wealth Management's Brookfield Renewable position peaked at $33.5K in Q3 2024.
428 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.