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Belpointe Asset Management’s Brookfield Renewable BEPC Stock Holding History

Belpointe Asset Management’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 		$364K Buy
9,814
+5
+0.1% +$194 0.01% 834
2026
Q1 		$391K Sell
9,809
-439
-4% -$17.9K 0.01% 770
2025
Q4 		$393K Buy
10,248
+355
+4% +$14.3K 0.01% 734
2025
Q3 		$341K Sell
9,893
-520
-5% -$17.8K 0.01% 748
2025
Q2 		$341K Buy
10,413
+1,311
+14% +$38.3K 0.01% 718
2025
Q1 		$254K Sell
9,102
-1,003
-10% -$27.5K 0.01% 775
2024
Q4 		$288K Buy
10,105
+84
+0.8% +$2.58K 0.02% 670
2024
Q3 		$327K Hold
10,021
– – 0.02% 640
2024
Q2 		$284K Buy
10,021
+1,851
+23% +$51.7K 0.02% 603
2024
Q1 		$201K Hold
8,170
– – 0.02% 742
2023
Q4 		$235K Buy
+8,170
New +$208K 0.02% 614
2023
Q3 		– Sell
-7,274
Closed -$229K – 659
2023
Q2 		$229K Sell
7,274
-1,964
-21% -$66.3K 0.02% 533
2023
Q1 		$323K Buy
9,238
+1,894
+26% +$57.3K 0.02% 712
2022
Q4 		$202K Sell
7,344
-360
-5% -$11.1K 0.01% 892
2022
Q3 		$252K Sell
7,704
-19
-0.2% -$731 0.02% 745
2022
Q2 		$275K Sell
7,723
-21
-0.3% -$777 0.02% 711
2022
Q1 		$339K Sell
7,744
-1,522
-16% -$56.2K 0.02% 675
2021
Q4 		$342K Buy
9,266
+888
+11% +$33.9K 0.02% 653
2021
Q3 		$326K Buy
8,378
+3,271
+64% +$137K 0.02% 647
2021
Q2 		$214K Buy
5,107
+181
+4% +$7.7K 0.02% 811
2021
Q1 		$231K Buy
4,926
+1,992
+68% +$102K 0.02% 696
2020
Q4 		$171K Buy
2,934
+16
+0.5% +$769 0.02% 750
2020
Q3 		$114K Buy
+2,918
New +$97.9K 0.01% 728

Other funds holding BEPC

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
WTA
Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
FG
Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
AMAL
Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

Belpointe Asset Management's BEPC Position: Q2 2026 in Review

Belpointe Asset Management increased its Brookfield Renewable (BEPC) stake by 0.05% in Q2 2026, buying an estimated $194 and bringing the position to 9,814 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #834.

Belpointe Asset Management first reported a position in BEPC in Q3 2020 and has held it in 23 quarters since. The position peaked at $393K in Q4 2025. 144 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Belpointe Asset Management held 9,814 shares of Brookfield Renewable worth $364K as of Q2 2026.
  • Belpointe Asset Management bought 5 Brookfield Renewable shares in Q2 2026, an estimated $194.
  • Brookfield Renewable made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #834 holding.
  • Belpointe Asset Management first reported a position in Brookfield Renewable in Q3 2020 and has held it in 23 quarters since.
  • Belpointe Asset Management's Brookfield Renewable position peaked at $393K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.