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Beacon Investment Advisory Services’s Brookfield Renewable BEPC Stock Holding History

Beacon Investment Advisory Services’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 		$36.9K Hold
993
– – ﹤0.01% 474
2026
Q1 		$39.6K Buy
+993
New +$40.4K ﹤0.01% 467

Other funds holding BEPC

ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
D.E. Shaw & Co
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 Advisory Services's BEPC Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Brookfield Renewable (BEPC) position steady in Q2 2026 at 993 shares worth $36.9K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Beacon Investment Advisory Services first reported a position in BEPC in Q1 2026 and has held it in 2 quarters since. The position peaked at $39.6K in Q1 2026. 425 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Beacon Investment Advisory Services held 993 shares of Brookfield Renewable worth $36.9K as of Q2 2026.
  • Beacon Investment Advisory Services left its Brookfield Renewable share count unchanged in Q2 2026.
  • Brookfield Renewable made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #474 holding.
  • Beacon Investment Advisory Services first reported a position in Brookfield Renewable in Q1 2026 and has held it in 2 quarters since.
  • Beacon Investment Advisory Services's Brookfield Renewable position peaked at $39.6K in Q1 2026.
  • 425 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.