Focus Partners Wealth
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Focus Partners Wealth’s Brookfield Renewable BEPC Stock Holding History

Focus Partners Wealth’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 		$5.72M Sell
154,171
-3,099
-2% -$120K 0.01% 898
2026
Q1 		$6.26M Sell
157,270
-2,783
-2% -$113K 0.01% 858
2025
Q4 		$6.13M Buy
160,053
+3,080
+2% +$124K 0.01% 875
2025
Q3 		$5.41M Sell
156,973
-475
-0.3% -$16.3K 0.01% 724
2025
Q2 		$5.16M Buy
157,448
+2,284
+1% +$66.7K 0.01% 668
2025
Q1 		$4.33M Buy
155,164
+973
+0.6% +$26.7K 0.01% 670
2024
Q4 		$4.26M Sell
154,191
-4,171
-3% -$128K 0.01% 655
2024
Q3 		$5.17M Sell
158,362
-4,373
-3% -$127K 0.02% 553
2024
Q2 		$4.62M Buy
162,735
+1,468
+0.9% +$41K 0.02% 508
2024
Q1 		$3.96M Buy
161,267
+45,566
+39% +$1.19M 0.03% 366
2023
Q4 		$3.33M Buy
+115,701
New +$2.95M 0.04% 281

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

Focus Partners Wealth's BEPC Position: Q2 2026 in Review

Focus Partners Wealth reduced its Brookfield Renewable (BEPC) stake by 2% in Q2 2026, selling an estimated $120K and leaving 154,171 shares worth $5.72M. The position accounts for 0.01% of the portfolio, ranked #898.

Focus Partners Wealth first reported a position in BEPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.26M in Q1 2026. 428 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Focus Partners Wealth held 154,171 shares of Brookfield Renewable worth $5.72M as of Q2 2026.
  • Focus Partners Wealth sold 3,099 Brookfield Renewable shares in Q2 2026, an estimated $120K.
  • Brookfield Renewable made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #898 holding.
  • Focus Partners Wealth first reported a position in Brookfield Renewable in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Brookfield Renewable position peaked at $6.26M in Q1 2026.
  • 428 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.