Creative Planning
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Creative Planning’s Brookfield Renewable BEPC Stock Holding History

Creative Planning’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
Q1 		$1.48M Buy
37,267
+1,790
+5% +$72.9K ﹤0.01% 2144
2025
Q4 		$1.36M Buy
35,477
+3,753
+12% +$151K ﹤0.01% 2039
2025
Q3 		$1.09M Buy
31,724
+8,514
+37% +$292K ﹤0.01% 2033
2025
Q2 		$761K Sell
23,210
-5,166
-18% -$151K ﹤0.01% 2081
2025
Q1 		$792K Buy
28,376
+10,593
+60% +$290K ﹤0.01% 1906
2024
Q4 		$492K Buy
17,783
+4,812
+37% +$148K ﹤0.01% 2240
2024
Q3 		$424K Buy
12,971
+2,513
+24% +$72.9K ﹤0.01% 2253
2024
Q2 		$297K Sell
10,458
-3,692
-26% -$103K ﹤0.01% 2360
2024
Q1 		$348K Buy
14,150
+1,904
+16% +$49.9K ﹤0.01% 2125
2023
Q4 		$353K Buy
12,246
+12,217
+42,128% +$311K ﹤0.01% 1979
2023
Q3 		$695 Buy
+29
New +$841 ﹤0.01% 2846
2022
Q2 		– Sell
-15
Closed -$1K – 2298
2022
Q1 		$1K Buy
+15
New +$554 ﹤0.01% 2316

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Creative Planning's BEPC Position: Q1 2026 in Review

Creative Planning increased its Brookfield Renewable (BEPC) stake by 5% in Q1 2026, buying an estimated $72.9K and bringing the position to 37,267 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #2144.

Creative Planning first reported a position in BEPC in Q1 2022 and has held it in 12 quarters since. 416 funds tracked by Wall St. Rank hold BEPC as of Q1 2026.

  • Creative Planning held 37,267 shares of Brookfield Renewable worth $1.48M as of Q1 2026.
  • Creative Planning bought 1,790 Brookfield Renewable shares in Q1 2026, an estimated $72.9K.
  • Brookfield Renewable made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2144 holding.
  • Creative Planning first reported a position in Brookfield Renewable in Q1 2022 and has held it in 12 quarters since.
  • 416 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.