Blue Trust Inc’s Brookfield Renewable BEPC Stock Holding History

Blue Trust Inc’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	$2K	Sell	54 -3	-5%	-$116	﹤0.01%	2182
2026 Q1	$2.27K	Buy	57 +36	+171%	+$1.47K	﹤0.01%	2113
2025 Q4	$805	Sell	21 -16	-43%	-$644	﹤0.01%	2325
2025 Q3	$1.27K	Buy	+37	New	+$1.27K	﹤0.01%	2268
2024 Q4	–	Sell	-282	Closed	-$8K	–	2485
2024 Q3	$8K	Buy	282 +266	+1,663%	+$7.71K	﹤0.01%	2269
2024 Q2	$393	Buy	+16	New	+$447	﹤0.01%	2629
2023 Q2	–	Sell	-171	Closed	-$5K	–	2035
2023 Q1	$5K	Sell	171 -2	-1%	-$61	﹤0.01%	1769
2022 Q4	$6K	Buy	+173	New	+$5.34K	﹤0.01%	1656

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

Blue Trust Inc's BEPC Position: Q2 2026 in Review

Blue Trust Inc reduced its Brookfield Renewable (BEPC) stake by 5.3% in Q2 2026, selling an estimated $116 and leaving 54 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2182.

Blue Trust Inc first reported a position in BEPC in Q4 2022 and has held it in 8 quarters since. The position peaked at $8K in Q3 2024. 427 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Blue Trust Inc held 54 shares of Brookfield Renewable worth $2K as of Q2 2026.
Blue Trust Inc sold 3 Brookfield Renewable shares in Q2 2026, an estimated $116.
Brookfield Renewable made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2182 holding.
Blue Trust Inc first reported a position in Brookfield Renewable in Q4 2022 and has held it in 8 quarters since.
Blue Trust Inc's Brookfield Renewable position peaked at $8K in Q3 2024.
427 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.