Financial Perspectives’s Brookfield Renewable BEPC Stock Holding History

Financial Perspectives’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	$134K	Hold	3,612	–	–	0.03%	215
2026 Q1	$144K	Hold	3,612	–	–	0.04%	198
2025 Q4	$138K	Hold	3,612	–	–	0.04%	201
2025 Q3	$124K	Hold	3,612	–	–	0.03%	214
2025 Q2	$118K	Hold	3,612	–	–	0.04%	208
2025 Q1	$101K	Hold	3,612	–	–	0.03%	214
2024 Q4	$99.9K	Hold	3,612	–	–	0.03%	213
2024 Q3	$118K	Hold	3,612	–	–	0.04%	195
2024 Q2	$103K	Hold	3,612	–	–	0.04%	201
2024 Q1	$88.7K	Hold	3,612	–	–	0.03%	217
2023 Q4	$104K	Hold	3,612	–	–	0.04%	195
2023 Q3	$86.5K	Hold	3,612	–	–	0.04%	201
2023 Q2	$114K	Hold	3,612	–	–	0.05%	173
2023 Q1	$126K	Hold	3,612	–	–	0.06%	158
2022 Q4	$99.5K	Sell	3,612 -578	-14%	-$17.8K	0.05%	177
2022 Q3	$137K	Hold	4,190	–	–	0.08%	146
2022 Q2	$149K	Hold	4,190	–	–	0.08%	135
2022 Q1	$184K	Buy	4,190 +2,900	+225%	+$107K	0.09%	136
2021 Q4	$47.5K	Buy	+1,290	New	+$49.2K	0.02%	250

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

Financial Perspectives's BEPC Position: Q2 2026 in Review

Financial Perspectives held its Brookfield Renewable (BEPC) position steady in Q2 2026 at 3,612 shares worth $134K. The position accounts for 0.03% of the portfolio, ranked #215.

Financial Perspectives first reported a position in BEPC in Q4 2021 and has held it in 19 quarters since. The position peaked at $184K in Q1 2022. 428 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Financial Perspectives held 3,612 shares of Brookfield Renewable worth $134K as of Q2 2026.
Financial Perspectives left its Brookfield Renewable share count unchanged in Q2 2026.
Brookfield Renewable made up 0.03% of Financial Perspectives's portfolio in Q2 2026, its #215 holding.
Financial Perspectives first reported a position in Brookfield Renewable in Q4 2021 and has held it in 19 quarters since.
Financial Perspectives's Brookfield Renewable position peaked at $184K in Q1 2022.
428 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.