Commonwealth Equity Services’s Brookfield Renewable BEPC Stock Holding History

Commonwealth Equity Services’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	$287K	Sell	7,725 -1,901	-20%	-$73.6K	﹤0.01%	3794
2026 Q1	$383K	Sell	9,626 -26,703	-74%	-$1.09M	﹤0.01%	3447
2025 Q4	$1.39M	Sell	36,329 -65,566	-64%	-$2.64M	﹤0.01%	2301
2025 Q3	$3.51M	Sell	101,895 -10,725	-10%	-$368K	﹤0.01%	1605
2025 Q2	$3.69M	Sell	112,620 -22,857	-17%	-$667K	﹤0.01%	1542
2025 Q1	$3.78M	Buy	135,477 +54,930	+68%	+$1.51M	0.01%	1460
2024 Q4	$2.23M	Buy	80,547 +50,082	+164%	+$1.54M	﹤0.01%	1786
2024 Q3	$995K	Sell	30,465 -3,293	-10%	-$95.5K	﹤0.01%	2348
2024 Q2	$958K	Buy	33,758 +4,031	+14%	+$113K	﹤0.01%	2313
2024 Q1	$730K	Sell	29,727 -6,537	-18%	-$171K	﹤0.01%	2486
2023 Q4	$1.04M	Buy	36,264 +5,365	+17%	+$137K	﹤0.01%	2147
2023 Q3	$740K	Sell	30,899 -5,953	-16%	-$173K	﹤0.01%	2283
2023 Q2	$1.16M	Sell	36,852 -3,650	-9%	-$123K	﹤0.01%	1988
2023 Q1	$1.42K	Buy	40,502 +3,065	+8%	+$92.8K	﹤0.01%	1793
2022 Q4	$1.03M	Buy	37,437 +523	+1%	+$16.2K	﹤0.01%	1943
2022 Q3	$1.21M	Sell	36,914 -1,824	-5%	-$70.2K	﹤0.01%	1767
2022 Q2	$1.38M	Buy	38,738 +3,464	+10%	+$128K	﹤0.01%	1659
2022 Q1	$1.54M	Sell	35,274 -587	-2%	-$21.7K	﹤0.01%	1664
2021 Q4	$1.32M	Buy	35,861 +404	+1%	+$15.4K	﹤0.01%	1794
2021 Q3	$1.38M	Buy	35,457 +4,286	+14%	+$180K	﹤0.01%	1686
2021 Q2	$1.31M	Buy	31,171 +2,403	+8%	+$102K	﹤0.01%	1721
2021 Q1	$1.35M	Buy	28,768 +6,498	+29%	+$332K	﹤0.01%	1594
2020 Q4	$1.3M	Buy	22,270 +14,600	+190%	+$702K	﹤0.01%	1489
2020 Q3	$299K	Buy	+7,670	New	+$257K	﹤0.01%	2354

Other funds holding BEPC

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

WTA

Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

RAM

Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return

Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

AMAL

Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

Commonwealth Equity Services's BEPC Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Brookfield Renewable (BEPC) stake by 20% in Q2 2026, selling an estimated $73.6K and leaving 7,725 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #3794.

Commonwealth Equity Services first reported a position in BEPC in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.78M in Q1 2025. 142 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Commonwealth Equity Services held 7,725 shares of Brookfield Renewable worth $287K as of Q2 2026.
Commonwealth Equity Services sold 1,901 Brookfield Renewable shares in Q2 2026, an estimated $73.6K.
Brookfield Renewable made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3794 holding.
Commonwealth Equity Services first reported a position in Brookfield Renewable in Q3 2020 and has held it in 24 quarters since.
Commonwealth Equity Services's Brookfield Renewable position peaked at $3.78M in Q1 2025.
142 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.