First Manhattan’s Brookfield Renewable BEPC Stock Holding History

First Manhattan’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	$1.21M	Sell	32,677 -4,874	-13%	-$189K	﹤0.01%	416
2026 Q1	$1.5M	Sell	37,551 -5,479	-13%	-$223K	﹤0.01%	380
2025 Q4	$1.65M	Sell	43,030 -21,449	-33%	-$863K	﹤0.01%	367
2025 Q3	$2.22M	Sell	64,479 -2,614	-4%	-$89.6K	0.01%	321
2025 Q2	$2.19M	Sell	67,093 -6,942	-9%	-$203K	0.01%	318
2025 Q1	$2.07M	Sell	74,035 -15,738	-18%	-$431K	0.01%	301
2024 Q4	$2.48M	Sell	89,773 -19,045	-18%	-$586K	0.01%	277
2024 Q3	$3.55M	Sell	108,818 -8,983	-8%	-$260K	0.01%	246
2024 Q2	$3.34M	Sell	117,801 -10,043	-8%	-$281K	0.01%	253
2024 Q1	$3.14M	Sell	127,844 -8,305	-6%	-$218K	0.01%	255
2023 Q4	$3.92M	Sell	136,149 -355	-0.3%	-$9.05K	0.01%	240
2023 Q3	$3.27M	Sell	136,504 -1,371	-1%	-$39.8K	0.01%	256
2023 Q2	$4.35M	Sell	137,875 -176	-0.1%	-$5.94K	0.02%	228
2023 Q1	$4.82M	Sell	138,051 -23,276	-14%	-$705K	0.02%	222
2022 Q4	$4.44M	Sell	161,327 -5,465	-3%	-$169K	0.02%	236
2022 Q3	$5.45M	Buy	166,792 +4,047	+2%	+$156K	0.02%	208
2022 Q2	$5.79M	Sell	162,745 -1,058	-0.6%	-$39.1K	0.02%	210
2022 Q1	$7.17M	Sell	163,803 -2,264	-1%	-$83.6K	0.02%	205
2021 Q4	$6.12M	Buy	166,067 +139	+0.1%	+$5.3K	0.02%	222
2021 Q3	$6.44M	Sell	165,928 -2,805	-2%	-$118K	0.02%	196
2021 Q2	$7.08M	Sell	168,733 -568	-0.3%	-$24.2K	0.03%	195
2021 Q1	$7.92M	Sell	169,301 -9,072	-5%	-$463K	0.03%	183
2020 Q4	$10.4M	Sell	178,373 -3,450	-2%	-$166K	0.05%	155
2020 Q3	$7.1M	Buy	+181,823	New	+$6.1M	0.04%	179

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

First Manhattan's BEPC Position: Q2 2026 in Review

First Manhattan reduced its Brookfield Renewable (BEPC) stake by 13% in Q2 2026, selling an estimated $189K and leaving 32,677 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #416.

First Manhattan first reported a position in BEPC in Q3 2020 and has held it in 24 quarters since. The position peaked at $10.4M in Q4 2020. 428 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

First Manhattan held 32,677 shares of Brookfield Renewable worth $1.21M as of Q2 2026.
First Manhattan sold 4,874 Brookfield Renewable shares in Q2 2026, an estimated $189K.
Brookfield Renewable made up ﹤0.01% of First Manhattan's portfolio in Q2 2026, its #416 holding.
First Manhattan first reported a position in Brookfield Renewable in Q3 2020 and has held it in 24 quarters since.
First Manhattan's Brookfield Renewable position peaked at $10.4M in Q4 2020.
428 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.