Cerity Partners’s Brookfield Renewable BEPC Stock Holding History

Cerity Partners’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	$236K	Buy	+6,365	New	+$246K	﹤0.01%	2954
2025 Q3	–	Sell	-9,468	Closed	-$310K	–	2757
2025 Q2	$310K	Buy	9,468 +1,820	+24%	+$53.1K	﹤0.01%	2138
2025 Q1	$214K	Buy	+7,648	New	+$210K	﹤0.01%	2188
2024 Q4	–	Sell	-18,028	Closed	-$589K	–	2438
2024 Q3	$589K	Buy	18,028 +8,701	+93%	+$252K	﹤0.01%	1684
2024 Q2	$265K	Sell	9,327 -3,089	-25%	-$86.3K	﹤0.01%	1887
2024 Q1	$305K	Sell	12,416 -51,191	-80%	-$1.34M	﹤0.01%	1857
2023 Q4	$1.83M	Buy	63,607 +3,076	+5%	+$78.4K	0.01%	793
2023 Q3	$1.45M	Sell	60,531 -345	-0.6%	-$10K	0.01%	660
2023 Q2	$1.92M	Buy	+60,876	New	+$2.05M	0.01%	740

Other funds holding BEPC

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Cerity Partners's BEPC Position: Q2 2026 in Review

Cerity Partners opened a new position in Brookfield Renewable (BEPC) in Q2 2026: 6,365 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #2954 among its holdings. This is a return to the name: Cerity Partners previously reported a position in BEPC as recently as Q2 2025.

Cerity Partners first reported a position in BEPC in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.92M in Q2 2023. 429 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Cerity Partners held 6,365 shares of Brookfield Renewable worth $236K as of Q2 2026.
Brookfield Renewable was a new Cerity Partners position in Q2 2026.
Brookfield Renewable made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2954 holding.
Cerity Partners first reported a position in Brookfield Renewable in Q2 2023 and has held it in 9 quarters since.
Cerity Partners's Brookfield Renewable position peaked at $1.92M in Q2 2023.
429 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.