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 Q2	$462K	Buy	12,454 +9	+0.1%	+$348	0.15%	121
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

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

Beacon Investment Advisors's BEPC Position: Q2 2026 in Review

Beacon Investment Advisors increased its Brookfield Renewable (BEPC) stake by 0.07% in Q2 2026, buying an estimated $348 and bringing the position to 12,454 shares worth $462K. The position accounts for 0.15% of the portfolio, ranked #121.

Beacon Investment Advisors first reported a position in BEPC in Q2 2024 and has held it in 9 quarters since. The position peaked at $496K in Q1 2026. 427 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Beacon Investment Advisors held 12,454 shares of Brookfield Renewable worth $462K as of Q2 2026.
Beacon Investment Advisors bought 9 Brookfield Renewable shares in Q2 2026, an estimated $348.
Brookfield Renewable made up 0.15% of Beacon Investment Advisors's portfolio in Q2 2026, its #121 holding.
Beacon Investment Advisors first reported a position in Brookfield Renewable in Q2 2024 and has held it in 9 quarters since.
Beacon Investment Advisors's Brookfield Renewable position peaked at $496K in Q1 2026.
427 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

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