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Beacon Investment Advisors’s Brookfield Renewable BEPC Stock Holding History

Beacon 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 		$496K Sell
12,445
-41
-0.3% -$1.67K 0.19% 108
2025
Q4 		$479K Buy
12,486
+10
+0.1% +$402 0.19% 104
2025
Q3 		$429K Buy
12,476
+11
+0.1% +$377 0.18% 115
2025
Q2 		$409K Buy
12,465
+12
+0.1% +$350 0.18% 114
2025
Q1 		$348K Sell
12,453
-129
-1% -$3.54K 0.16% 121
2024
Q4 		$348K Sell
12,582
-144
-1% -$4.43K 0.16% 121
2024
Q3 		$416K Buy
12,726
+14
+0.1% +$406 0.2% 113
2024
Q2 		$361K Buy
+12,712
New +$355K 0.18% 118

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baird Financial Group
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Beacon Investment Advisors's BEPC Position: Q1 2026 in Review

Beacon Investment Advisors reduced its Brookfield Renewable (BEPC) stake by 0.33% in Q1 2026, selling an estimated $1.67K and leaving 12,445 shares worth $496K. The position accounts for 0.19% of the portfolio, ranked #108.

Beacon Investment Advisors first reported a position in BEPC in Q2 2024 and has held it in 8 quarters since. 416 funds tracked by Wall St. Rank hold BEPC as of Q1 2026.

  • Beacon Investment Advisors held 12,445 shares of Brookfield Renewable worth $496K as of Q1 2026.
  • Beacon Investment Advisors sold 41 Brookfield Renewable shares in Q1 2026, an estimated $1.67K.
  • Brookfield Renewable made up 0.19% of Beacon Investment Advisors's portfolio in Q1 2026, its #108 holding.
  • Beacon Investment Advisors first reported a position in Brookfield Renewable in Q2 2024 and has held it in 8 quarters since.
  • 416 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.