CT
BEPC icon

Clearstead Trust’s Brookfield Renewable BEPC Stock Holding History

Clearstead Trust’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 		$3.9K Hold
105
– – ﹤0.01% 818
2026
Q1 		$4.18K Hold
105
– – ﹤0.01% 789
2025
Q4 		$4.03K Sell
105
-158
-60% -$6.36K ﹤0.01% 802
2025
Q3 		$9.05K Hold
263
– – ﹤0.01% 604
2025
Q2 		$8.62K Buy
263
+196
+293% +$5.72K ﹤0.01% 625
2025
Q1 		$1.87K Hold
67
– – ﹤0.01% 772
2024
Q4 		$1.85K Buy
+67
New +$2.06K ﹤0.01% 416
2020
Q4 		– Sell
-3,149
Closed -$123K – 183
2020
Q3 		$123K Buy
+3,149
New +$106K 0.1% 98

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 Trust's BEPC Position: Q2 2026 in Review

Clearstead Trust held its Brookfield Renewable (BEPC) position steady in Q2 2026 at 105 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Clearstead Trust first reported a position in BEPC in Q3 2020 and has held it in 8 quarters since. The position peaked at $123K in Q3 2020. 428 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Clearstead Trust held 105 shares of Brookfield Renewable worth $3.9K as of Q2 2026.
  • Clearstead Trust left its Brookfield Renewable share count unchanged in Q2 2026.
  • Brookfield Renewable made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #818 holding.
  • Clearstead Trust first reported a position in Brookfield Renewable in Q3 2020 and has held it in 8 quarters since.
  • Clearstead Trust's Brookfield Renewable position peaked at $123K in Q3 2020.
  • 428 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

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