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Clearstead Advisors’s Brookfield Renewable BEPC Stock Holding History

Clearstead 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 		$131K Sell
3,535
-295
-8% -$11.4K ﹤0.01% 1209
2026
Q1 		$153K Buy
3,830
+1,525
+66% +$62.1K ﹤0.01% 1039
2025
Q4 		$88.4K Buy
2,305
+430
+23% +$17.3K ﹤0.01% 1164
2025
Q3 		$64.5K Hold
1,875
– – ﹤0.01% 1196
2025
Q2 		$61.5K Hold
1,875
– – ﹤0.01% 1222
2025
Q1 		$52.4K Hold
1,875
– – ﹤0.01% 1162
2024
Q4 		$51.9K Hold
1,875
– – ﹤0.01% 1153
2024
Q3 		$61.2K Hold
1,875
– – ﹤0.01% 1158
2024
Q2 		$53.2K Hold
1,875
– – ﹤0.01% 1148
2024
Q1 		$58.8K Hold
1,875
– – ﹤0.01% 727
2023
Q4 		$54K Hold
1,875
– – ﹤0.01% 718
2023
Q3 		$44.9K Hold
1,875
– – ﹤0.01% 730
2023
Q2 		$59.1K Hold
1,875
– – ﹤0.01% 695
2023
Q1 		$65.5K Sell
1,875
-1,125
-38% -$34.1K ﹤0.01% 604
2022
Q4 		$82.6K Hold
3,000
– – 0.01% 535
2022
Q3 		$98K Hold
3,000
– – 0.01% 479
2022
Q2 		$107K Buy
+3,000
New +$111K 0.01% 489
2022
Q1 		– Sell
-1,875
Closed -$69K – 1376
2021
Q4 		$69K Hold
1,875
– – ﹤0.01% 603
2021
Q3 		$73K Sell
1,875
-214
-10% -$8.97K 0.01% 547
2021
Q2 		$88K Buy
2,089
+214
+11% +$9.1K 0.01% 474
2021
Q1 		$88K Sell
1,875
-90
-5% -$4.59K 0.01% 457
2020
Q4 		$115K Buy
+1,965
New +$94.5K 0.01% 391

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

Clearstead Advisors's BEPC Position: Q2 2026 in Review

Clearstead Advisors reduced its Brookfield Renewable (BEPC) stake by 7.7% in Q2 2026, selling an estimated $11.4K and leaving 3,535 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Clearstead Advisors first reported a position in BEPC in Q4 2020 and has held it in 22 quarters since. The position peaked at $153K in Q1 2026. 428 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Clearstead Advisors held 3,535 shares of Brookfield Renewable worth $131K as of Q2 2026.
  • Clearstead Advisors sold 295 Brookfield Renewable shares in Q2 2026, an estimated $11.4K.
  • Brookfield Renewable made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1209 holding.
  • Clearstead Advisors first reported a position in Brookfield Renewable in Q4 2020 and has held it in 22 quarters since.
  • Clearstead Advisors's Brookfield Renewable position peaked at $153K in Q1 2026.
  • 428 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.