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Fort Sheridan Advisors’s Brookfield Renewable BEPC Stock Holding History

Fort Sheridan 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 		$484K Buy
13,052
+1
+0% +$39 0.05% 195
2026
Q1 		$520K Hold
13,051
– – 0.06% 180
2025
Q4 		$500K Buy
13,051
+1
+0% +$40 0.06% 167
2025
Q3 		$449K Sell
13,050
-608
-4% -$20.8K 0.06% 179
2025
Q2 		$448K Hold
13,658
– – 0.06% 169
2025
Q1 		$381K Sell
13,658
-123
-0.9% -$3.37K 0.06% 182
2024
Q4 		$381K Sell
13,781
-992
-7% -$30.5K 0.06% 187
2024
Q3 		$482K Sell
14,773
-1,707
-10% -$49.5K 0.07% 153
2024
Q2 		$468K Buy
16,480
+991
+6% +$27.7K 0.08% 152
2024
Q1 		$381K Sell
15,489
-1,199
-7% -$31.4K 0.07% 155
2023
Q4 		$480K Buy
16,688
+1,971
+13% +$50.2K 0.1% 129
2023
Q3 		$352K Buy
14,717
+995
+7% +$28.9K 0.08% 139
2023
Q2 		$433K Buy
13,722
+1,298
+10% +$43.8K 0.1% 126
2023
Q1 		$434K Buy
12,424
+4,562
+58% +$138K 0.11% 122
2022
Q4 		$217K Hold
7,862
– – 0.07% 169
2022
Q3 		$257K Buy
7,862
+870
+12% +$33.5K 0.09% 151
2022
Q2 		$249K Buy
6,992
+1,546
+28% +$57.2K 0.08% 155
2022
Q1 		$239K Hold
5,446
– – 0.07% 157
2021
Q4 		$201K Hold
5,446
– – 0.06% 181
2021
Q3 		$211K Hold
5,446
– – 0.07% 170
2021
Q2 		$228K Buy
+5,446
New +$232K 0.08% 154
2021
Q1 		– Sell
-4,224
Closed -$246K – 163
2020
Q4 		$246K Buy
+4,224
New +$203K 0.12% 104

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

Fort Sheridan Advisors's BEPC Position: Q2 2026 in Review

Fort Sheridan Advisors increased its Brookfield Renewable (BEPC) stake by 0.01% in Q2 2026, buying an estimated $39 and bringing the position to 13,052 shares worth $484K. The position accounts for 0.05% of the portfolio, ranked #195.

Fort Sheridan Advisors first reported a position in BEPC in Q4 2020 and has held it in 22 quarters since. The position peaked at $520K in Q1 2026. 428 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Fort Sheridan Advisors held 13,052 shares of Brookfield Renewable worth $484K as of Q2 2026.
  • Fort Sheridan Advisors bought 1 Brookfield Renewable share in Q2 2026, an estimated $39.
  • Brookfield Renewable made up 0.05% of Fort Sheridan Advisors's portfolio in Q2 2026, its #195 holding.
  • Fort Sheridan Advisors first reported a position in Brookfield Renewable in Q4 2020 and has held it in 22 quarters since.
  • Fort Sheridan Advisors's Brookfield Renewable position peaked at $520K in Q1 2026.
  • 428 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.