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Ethic Inc’s Brookfield Renewable BEPC Stock Holding History

Ethic Inc’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 		$300K Sell
8,086
-4,698
-37% -$182K ﹤0.01% 1132
2026
Q1 		$509K Buy
12,784
+7,152
+127% +$291K 0.01% 869
2025
Q4 		$216K Buy
+5,632
New +$227K ﹤0.01% 1112
2021
Q3 		– Sell
-5,990
Closed -$251K – 614
2021
Q2 		$251K Buy
+5,990
New +$255K 0.03% 481

Other funds holding BEPC

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
WTA
Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
FG
Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
AMAL
Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Ethic Inc's BEPC Position: Q2 2026 in Review

Ethic Inc reduced its Brookfield Renewable (BEPC) stake by 37% in Q2 2026, selling an estimated $182K and leaving 8,086 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

Ethic Inc first reported a position in BEPC in Q2 2021 and has held it in 4 quarters since. The position peaked at $509K in Q1 2026. 122 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Ethic Inc held 8,086 shares of Brookfield Renewable worth $300K as of Q2 2026.
  • Ethic Inc sold 4,698 Brookfield Renewable shares in Q2 2026, an estimated $182K.
  • Brookfield Renewable made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1132 holding.
  • Ethic Inc first reported a position in Brookfield Renewable in Q2 2021 and has held it in 4 quarters since.
  • Ethic Inc's Brookfield Renewable position peaked at $509K in Q1 2026.
  • 122 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.