CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Brookfield Renewable BEPC Stock Holding History

CAPTRUST Financial Advisors’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 		$1.73M Buy
46,531
+1,850
+4% +$71.6K ﹤0.01% 1401
2026
Q1 		$1.78M Sell
44,681
-16
-0% -$652 ﹤0.01% 1274
2025
Q4 		$1.71M Buy
44,697
+143
+0.3% +$5.75K ﹤0.01% 1170
2025
Q3 		$1.53M Buy
44,554
+612
+1% +$21K ﹤0.01% 1174
2025
Q2 		$1.44M Sell
43,942
-192
-0.4% -$5.61K ﹤0.01% 1139
2025
Q1 		$1.23M Buy
44,134
+570
+1% +$15.6K ﹤0.01% 1156
2024
Q4 		$1.2M Buy
43,564
+50
+0.1% +$1.54K ﹤0.01% 1141
2024
Q3 		$1.42M Sell
43,514
-546
-1% -$15.8K ﹤0.01% 993
2024
Q2 		$1.25M Buy
44,060
+729
+2% +$20.4K ﹤0.01% 1032
2024
Q1 		$1.06M Sell
43,331
-2,738
-6% -$71.8K ﹤0.01% 1090
2023
Q4 		$1.33M Sell
46,069
-2,513
-5% -$64.1K ﹤0.01% 1103
2023
Q3 		$1.16M Buy
48,582
+598
+1% +$17.4K ﹤0.01% 1115
2023
Q2 		$1.51M Buy
47,984
+34
+0.1% +$1.15K 0.01% 955
2023
Q1 		$1.68M Buy
47,950
+326
+0.7% +$9.87K 0.01% 808
2022
Q4 		$1.31M Sell
47,624
-2,463
-5% -$76.1K 0.01% 856
2022
Q3 		$1.64M Buy
50,087
+471
+0.9% +$18.1K 0.01% 740
2022
Q2 		$1.77M Buy
49,616
+471
+1% +$17.4K 0.01% 629
2022
Q1 		$2.15M Sell
49,145
-449
-0.9% -$16.6K 0.01% 580
2021
Q4 		$1.83M Buy
49,594
+947
+2% +$36.1K 0.01% 587
2021
Q3 		$1.89M Buy
48,647
+38,360
+373% +$1.61M 0.02% 531
2021
Q2 		$432K Buy
10,287
+3,688
+56% +$157K ﹤0.01% 1049
2021
Q1 		$309K Buy
6,599
+658
+11% +$33.6K ﹤0.01% 1211
2020
Q4 		$346K Buy
5,941
+1,036
+21% +$49.8K ﹤0.01% 958
2020
Q3 		$195K Buy
+4,905
New +$165K ﹤0.01% 1041

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

CAPTRUST Financial Advisors's BEPC Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Brookfield Renewable (BEPC) stake by 4.1% in Q2 2026, buying an estimated $71.6K and bringing the position to 46,531 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

CAPTRUST Financial Advisors first reported a position in BEPC in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.15M in Q1 2022. 428 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • CAPTRUST Financial Advisors held 46,531 shares of Brookfield Renewable worth $1.73M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 1,850 Brookfield Renewable shares in Q2 2026, an estimated $71.6K.
  • Brookfield Renewable made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1401 holding.
  • CAPTRUST Financial Advisors first reported a position in Brookfield Renewable in Q3 2020 and has held it in 24 quarters since.
  • CAPTRUST Financial Advisors's Brookfield Renewable position peaked at $2.15M in Q1 2022.
  • 428 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.