Essential Partners
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Essential Partners’s Brookfield Renewable BEPC Stock Holding History

Essential 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
Q3 		$77.3K Buy
+2,738
New +$89.6K 0.04% 493
2025
Q3 		– Sell
-6
Closed -$197 – 2682
2025
Q2 		$197 Buy
+6
New +$175 ﹤0.01% 1947

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

Essential Partners's BEPC Position: Q3 2026 in Review

Essential Partners opened a new position in Brookfield Renewable (BEPC) in Q3 2026: 2,738 shares worth $77.3K. The stake represents 0.04% of the portfolio and ranks #493 among its holdings. This is a return to the name: Essential Partners previously reported a position in BEPC as recently as Q2 2025.

Essential Partners first reported a position in BEPC in Q2 2025 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold BEPC as of Q3 2026.

  • Essential Partners held 2,738 shares of Brookfield Renewable worth $77.3K as of Q3 2026.
  • Brookfield Renewable was a new Essential Partners position in Q3 2026.
  • Brookfield Renewable made up 0.04% of Essential Partners's portfolio in Q3 2026, its #493 holding.
  • Essential Partners first reported a position in Brookfield Renewable in Q2 2025 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.