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Caldwell Sutter Capital’s Brookfield Renewable BEPC Stock Holding History

Caldwell Sutter Capital’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 		$127K Sell
3,409
-77
-2% -$2.98K 0.05% 275
2026
Q1 		$139K Buy
3,486
+77
+2% +$3.14K 0.06% 259
2025
Q4 		$131K Buy
3,409
+48
+1% +$1.93K 0.06% 257
2025
Q3 		$116K Buy
3,361
+62
+2% +$2.13K 0.05% 269
2025
Q2 		$108K Buy
3,299
+138
+4% +$4.03K 0.05% 270
2025
Q1 		$88.3K Buy
3,161
+301
+11% +$8.25K 0.04% 292
2024
Q4 		$79.1K Sell
2,860
-165
-5% -$5.07K 0.04% 301
2024
Q3 		$98.8K Buy
3,025
+81
+3% +$2.35K 0.05% 283
2024
Q2 		$83.6K Buy
2,944
+571
+24% +$16K 0.04% 291
2024
Q1 		$58.3K Buy
2,373
+345
+17% +$9.04K 0.03% 333
2023
Q4 		$58.4K Buy
2,028
+172
+9% +$4.38K 0.03% 318
2023
Q3 		$44.4K Buy
1,856
+341
+23% +$9.89K 0.02% 332
2023
Q2 		$47.8K Buy
1,515
+874
+136% +$29.5K 0.03% 325
2023
Q1 		$22.4K Buy
+641
New +$19.4K 0.02% 325

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

Caldwell Sutter Capital's BEPC Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Brookfield Renewable (BEPC) stake by 2.2% in Q2 2026, selling an estimated $2.98K and leaving 3,409 shares worth $127K. The position accounts for 0.05% of the portfolio, ranked #275.

Caldwell Sutter Capital first reported a position in BEPC in Q1 2023 and has held it in 14 quarters since. The position peaked at $139K in Q1 2026. 425 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Caldwell Sutter Capital held 3,409 shares of Brookfield Renewable worth $127K as of Q2 2026.
  • Caldwell Sutter Capital sold 77 Brookfield Renewable shares in Q2 2026, an estimated $2.98K.
  • Brookfield Renewable made up 0.05% of Caldwell Sutter Capital's portfolio in Q2 2026, its #275 holding.
  • Caldwell Sutter Capital first reported a position in Brookfield Renewable in Q1 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's Brookfield Renewable position peaked at $139K in Q1 2026.
  • 425 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.