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Beacon Pointe Advisors’s Brookfield Renewable BEPC Stock Holding History

Beacon Pointe 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 		$326K Buy
8,785
+2,636
+43% +$102K ﹤0.01% 1560
2026
Q1 		$245K Buy
+6,149
New +$250K ﹤0.01% 1641

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 Pointe Advisors's BEPC Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Brookfield Renewable (BEPC) stake by 43% in Q2 2026, buying an estimated $102K and bringing the position to 8,785 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

Beacon Pointe Advisors first reported a position in BEPC in Q1 2026 and has held it in 2 quarters since. 428 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Beacon Pointe Advisors held 8,785 shares of Brookfield Renewable worth $326K as of Q2 2026.
  • Beacon Pointe Advisors bought 2,636 Brookfield Renewable shares in Q2 2026, an estimated $102K.
  • Brookfield Renewable made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1560 holding.
  • Beacon Pointe Advisors first reported a position in Brookfield Renewable in Q1 2026 and has held it in 2 quarters since.
  • 428 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.