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Capital Advisors Ltd’s Brookfield Renewable BEPC Stock Holding History

Capital Advisors Ltd’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 		$1K Hold
16
– – ﹤0.01% 1178
2026
Q1 		$1K Hold
16
– – ﹤0.01% 1157
2025
Q4 		$1K Hold
16
– – ﹤0.01% 1137
2025
Q3 		$1K Hold
16
– – ﹤0.01% 1137
2025
Q2 		$1K Hold
16
– – ﹤0.01% 1137
2025
Q1 		$0 Hold
16
– – ﹤0.01% 1342
2024
Q4 		$0 Hold
16
– – ﹤0.01% 1374
2024
Q3 		$1K Hold
16
– – ﹤0.01% 1145
2024
Q2 		$0 Sell
16
-95
-86% -$2.65K ﹤0.01% 1383
2024
Q1 		$3K Sell
111
-34
-23% -$891 ﹤0.01% 956
2023
Q4 		$4K Buy
145
+37
+34% +$943 ﹤0.01% 873
2023
Q3 		$3K Buy
108
+97
+882% +$2.81K ﹤0.01% 917
2023
Q2 		$0 Sell
11
-56
-84% -$1.89K ﹤0.01% 1292
2023
Q1 		$2K Buy
+67
New +$2.03K ﹤0.01% 868
2022
Q4 		– Sell
-190
Closed -$6K – 1227
2022
Q3 		$6K Buy
190
+138
+265% +$5.31K ﹤0.01% 596
2022
Q2 		$2K Buy
52
+17
+49% +$629 ﹤0.01% 649
2022
Q1 		$2K Buy
35
+28
+400% +$1.03K ﹤0.01% 623
2021
Q4 		$0 Buy
+7
New +$267 ﹤0.01% 814

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

Capital Advisors Ltd's BEPC Position: Q2 2026 in Review

Capital Advisors Ltd held its Brookfield Renewable (BEPC) position steady in Q2 2026 at 16 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

Capital Advisors Ltd first reported a position in BEPC in Q4 2021 and has held it in 18 quarters since. The position peaked at $6K in Q3 2022. 428 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Capital Advisors Ltd held 16 shares of Brookfield Renewable worth $1K as of Q2 2026.
  • Capital Advisors Ltd left its Brookfield Renewable share count unchanged in Q2 2026.
  • Brookfield Renewable made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1178 holding.
  • Capital Advisors Ltd first reported a position in Brookfield Renewable in Q4 2021 and has held it in 18 quarters since.
  • Capital Advisors Ltd's Brookfield Renewable position peaked at $6K in Q3 2022.
  • 428 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.