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Bell Investment Advisors’s Brookfield Renewable BEPC Stock Holding History

Bell 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 		$4.49K Buy
121
+13
+12% +$503 ﹤0.01% 1025
2026
Q1 		$4.3K Sell
108
-23
-18% -$937 ﹤0.01% 1024
2025
Q4 		$5.02K Buy
131
+23
+21% +$925 ﹤0.01% 961
2025
Q3 		$3.72K Sell
108
-95
-47% -$3.26K ﹤0.01% 1064
2025
Q2 		$6.66K Buy
203
+63
+45% +$1.84K ﹤0.01% 848
2025
Q1 		$3.91K Hold
140
– – ﹤0.01% 1025
2024
Q4 		$3.87K Hold
140
– – ﹤0.01% 1050
2024
Q3 		$4.57K Hold
140
– – ﹤0.01% 978
2024
Q2 		$3.97K Sell
140
-76
-35% -$2.12K ﹤0.01% 1039
2024
Q1 		$5.31K Sell
216
-9
-4% -$236 ﹤0.01% 882
2023
Q4 		$6.48K Buy
225
+22
+11% +$561 ﹤0.01% 740
2023
Q3 		$4.86K Sell
203
-134
-40% -$3.89K ﹤0.01% 818
2023
Q2 		$10.6K Buy
337
+91
+37% +$3.07K ﹤0.01% 493
2023
Q1 		$8.6K Sell
246
-119
-33% -$3.6K ﹤0.01% 539
2022
Q4 		$10.1K Buy
365
+62
+20% +$1.92K ﹤0.01% 485
2022
Q3 		$10K Buy
303
+44
+17% +$1.69K ﹤0.01% 409
2022
Q2 		$9K Buy
+259
New +$9.58K ﹤0.01% 448
2021
Q4 		$8K Sell
230
-90
-28% -$3.43K ﹤0.01% 543
2021
Q3 		$12K Buy
+320
New +$13.4K ﹤0.01% 402

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

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

Bell Investment Advisors increased its Brookfield Renewable (BEPC) stake by 12% in Q2 2026, buying an estimated $503 and bringing the position to 121 shares worth $4.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Bell Investment Advisors first reported a position in BEPC in Q3 2021 and has held it in 19 quarters since. The position peaked at $12K in Q3 2021. 425 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Bell Investment Advisors held 121 shares of Brookfield Renewable worth $4.49K as of Q2 2026.
  • Bell Investment Advisors bought 13 Brookfield Renewable shares in Q2 2026, an estimated $503.
  • Brookfield Renewable made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1025 holding.
  • Bell Investment Advisors first reported a position in Brookfield Renewable in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Brookfield Renewable position peaked at $12K in Q3 2021.
  • 425 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.