Capital Advisors Ltd
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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
Q3 		$0 Hold
16
– – ﹤0.01% 1481
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% -$2.66K ﹤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% +$2.82K ﹤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

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
Rempart Asset Management
Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return
Washington Trust Advisors
Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
AMAL
Asset Management Advisors LLC Oklahoma City, Oklahoma $173M AUM 37.78% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Green Alpha Advisors
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Capital Advisors Ltd's BEPC Position: Q3 2026 in Review

Capital Advisors Ltd held its Brookfield Renewable (BEPC) position steady in Q3 2026 at 16 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

Capital Advisors Ltd first reported a position in BEPC in Q4 2021 and has held it in 19 quarters since. The position peaked at $6K in Q3 2022. 94 funds tracked by Wall St. Rank hold BEPC as of Q3 2026.

  • Capital Advisors Ltd held 16 shares of Brookfield Renewable worth $0 as of Q3 2026.
  • Capital Advisors Ltd left its Brookfield Renewable share count unchanged in Q3 2026.
  • Brookfield Renewable made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #1481 holding.
  • Capital Advisors Ltd first reported a position in Brookfield Renewable in Q4 2021 and has held it in 19 quarters since.
  • Capital Advisors Ltd's Brookfield Renewable position peaked at $6K in Q3 2022.
  • 94 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.