CPCM
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Cardinal Point Capital Management’s Brookfield Renewable BEPC Stock Holding History

Cardinal Point Capital 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 		$261K Sell
7,043
-25
-0.4% -$968 0.01% 255
2026
Q1 		$281K Hold
7,068
– – 0.02% 235
2025
Q4 		$272K Sell
7,068
-100
-1% -$4.02K 0.02% 216
2025
Q3 		$247K Buy
7,168
+380
+6% +$13K 0.02% 235
2025
Q2 		$247K Buy
+6,788
New +$198K 0.02% 204

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

Cardinal Point Capital Management's BEPC Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its Brookfield Renewable (BEPC) stake by 0.35% in Q2 2026, selling an estimated $968 and leaving 7,043 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #255.

Cardinal Point Capital Management first reported a position in BEPC in Q2 2025 and has held it in 5 quarters since. The position peaked at $281K in Q1 2026. 428 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Cardinal Point Capital Management held 7,043 shares of Brookfield Renewable worth $261K as of Q2 2026.
  • Cardinal Point Capital Management sold 25 Brookfield Renewable shares in Q2 2026, an estimated $968.
  • Brookfield Renewable made up 0.01% of Cardinal Point Capital Management's portfolio in Q2 2026, its #255 holding.
  • Cardinal Point Capital Management first reported a position in Brookfield Renewable in Q2 2025 and has held it in 5 quarters since.
  • Cardinal Point Capital Management's Brookfield Renewable position peaked at $281K in Q1 2026.
  • 428 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.