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 Q2	$1.41M	Buy	37,986 +719	+2%	+$27.8K	﹤0.01%	2366
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

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

Creative Planning's BEPC Position: Q2 2026 in Review

Creative Planning increased its Brookfield Renewable (BEPC) stake by 1.9% in Q2 2026, buying an estimated $27.8K and bringing the position to 37,986 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #2366.

Creative Planning first reported a position in BEPC in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.48M in Q1 2026. 428 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Creative Planning held 37,986 shares of Brookfield Renewable worth $1.41M as of Q2 2026.
Creative Planning bought 719 Brookfield Renewable shares in Q2 2026, an estimated $27.8K.
Brookfield Renewable made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2366 holding.
Creative Planning first reported a position in Brookfield Renewable in Q1 2022 and has held it in 13 quarters since.
Creative Planning's Brookfield Renewable position peaked at $1.48M in Q1 2026.
428 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.