CX Institutional
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CX Institutional’s Brookfield Renewable BEPC Stock Holding History

CX Institutional’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
Q3 		$74K Buy
2,622
+2,455
+1,470% +$80.3K ﹤0.01% 936
2026
Q2 		$6K Sell
167
-158
-49% -$6.12K ﹤0.01% 1349
2026
Q1 		$13K Buy
+325
New +$13.2K ﹤0.01% 1217

Other funds holding BEPC

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
Rempart Asset Management
Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return
Washington Trust Advisors
Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return
Green Alpha Advisors
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
A.D. Beadell Investment Counsel
A.D. Beadell Investment Counsel Mequon, Wisconsin $151M AUM 13.87% 1-Year Est. Return
Investment Partners Asset Management
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

CX Institutional's BEPC Position: Q3 2026 in Review

CX Institutional increased its Brookfield Renewable (BEPC) stake by 1,470% in Q3 2026, buying an estimated $80.3K and bringing the position to 2,622 shares worth $74K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

CX Institutional first reported a position in BEPC in Q1 2026 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold BEPC as of Q3 2026.

  • CX Institutional held 2,622 shares of Brookfield Renewable worth $74K as of Q3 2026.
  • CX Institutional bought 2,455 Brookfield Renewable shares in Q3 2026, an estimated $80.3K.
  • Brookfield Renewable made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #936 holding.
  • CX Institutional first reported a position in Brookfield Renewable in Q1 2026 and has held it in 3 quarters since.
  • 82 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.