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EverSource Wealth Advisors’s Brookfield Renewable BEPC Stock Holding History

EverSource Wealth Advisors’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 		$28.8K Sell
776
-1,124
-59% -$43.5K ﹤0.01% 2175
2026
Q1 		$75.7K Buy
1,900
+983
+107% +$40K ﹤0.01% 1600
2025
Q4 		$35.2K Buy
917
+7
+0.8% +$282 ﹤0.01% 1997
2025
Q3 		$31.3K Sell
910
-247
-21% -$8.47K ﹤0.01% 2028
2025
Q2 		$37.9K Buy
1,157
+543
+88% +$15.9K ﹤0.01% 1805
2025
Q1 		$17.1K Buy
614
+109
+22% +$2.99K ﹤0.01% 1777
2024
Q4 		$14K Buy
505
+56
+12% +$1.72K ﹤0.01% 1832
2024
Q3 		$14.7K Buy
449
+80
+22% +$2.32K ﹤0.01% 1654
2024
Q2 		$10.4K Buy
369
+2
+0.5% +$56 ﹤0.01% 1836
2024
Q1 		$8.52K Sell
367
-227
-38% -$5.95K ﹤0.01% 1778
2023
Q4 		$17.1K Buy
594
+133
+29% +$3.39K ﹤0.01% 1308
2023
Q3 		$11K Sell
461
-96
-17% -$2.79K ﹤0.01% 1381
2023
Q2 		$17.5K Buy
557
+18
+3% +$607 ﹤0.01% 1208
2023
Q1 		$18.8K Buy
539
+480
+814% +$14.5K ﹤0.01% 1104
2022
Q4 		$1.63K Hold
59
– – ﹤0.01% 1974
2022
Q3 		$2K Buy
+59
New +$2.27K ﹤0.01% 1629

Other funds holding BEPC

ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM

EverSource Wealth Advisors's BEPC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Brookfield Renewable (BEPC) stake by 59% in Q2 2026, selling an estimated $43.5K and leaving 776 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2175.

EverSource Wealth Advisors first reported a position in BEPC in Q3 2022 and has held it in 16 quarters since. The position peaked at $75.7K in Q1 2026. 429 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • EverSource Wealth Advisors held 776 shares of Brookfield Renewable worth $28.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,124 Brookfield Renewable shares in Q2 2026, an estimated $43.5K.
  • Brookfield Renewable made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2175 holding.
  • EverSource Wealth Advisors first reported a position in Brookfield Renewable in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Brookfield Renewable position peaked at $75.7K in Q1 2026.
  • 429 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.