Caldwell Investment Management’s Brookfield Renewable BEPC Stock Holding History

Caldwell Investment 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	$1.16M	Buy	+31,200	New	+$1.21M	0.76%	18

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

Caldwell Investment Management's BEPC Position: Q2 2026 in Review

Caldwell Investment Management opened a new position in Brookfield Renewable (BEPC) in Q2 2026: 31,200 shares worth $1.16M. The stake represents 0.76% of the portfolio and ranks #18 among its holdings.

425 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Caldwell Investment Management held 31,200 shares of Brookfield Renewable worth $1.16M as of Q2 2026.
Brookfield Renewable was a new Caldwell Investment Management position in Q2 2026.
Brookfield Renewable made up 0.76% of Caldwell Investment Management's portfolio in Q2 2026, its #18 holding.
425 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.