Edgestream Partners’s Brookfield Renewable BEPC Stock Holding History

Edgestream Partners’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	–	Sell	-257,702	Closed	-$10.3M	–	965
2026 Q1	$10.3M	Buy	+257,702	New	+$10.5M	0.34%	42
2025 Q4	–	Sell	-233,457	Closed	-$8.04M	–	949
2025 Q3	$8.04M	Buy	233,457 +103,718	+80%	+$3.56M	0.23%	112
2025 Q2	$4.25M	Sell	129,739 -257,253	-66%	-$7.51M	0.12%	333
2025 Q1	$10.8M	Buy	386,992 +240,066	+163%	+$6.58M	0.37%	28
2024 Q4	$4.06M	Buy	+146,926	New	+$4.52M	0.17%	213
2024 Q2	–	Sell	-61,450	Closed	-$1.51M	–	850
2024 Q1	$1.51M	Buy	+61,450	New	+$1.61M	0.08%	407

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

Edgestream Partners's BEPC Position: Q2 2026 in Review

Edgestream Partners sold out of Brookfield Renewable (BEPC) in Q2 2026, closing a stake of 257,702 shares — an estimated $10.3M sold.

Edgestream Partners first reported a position in BEPC in Q1 2024 and held it in 6 quarters. The position peaked at $10.8M in Q1 2025. 427 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Edgestream Partners reported no remaining Brookfield Renewable position as of Q2 2026 after selling out during the quarter.
Edgestream Partners sold 257,702 Brookfield Renewable shares in Q2 2026, an estimated $10.3M.
Edgestream Partners first reported a position in Brookfield Renewable in Q1 2024 and held it in 6 quarters.
Edgestream Partners's Brookfield Renewable position peaked at $10.8M in Q1 2025.
427 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.