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Forum Financial Management’s Brookfield Renewable BEPC Stock Holding History

Forum Financial Management’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
Q1 		– Sell
-21,732
Closed -$833K – 409
2025
Q4 		$833K Buy
21,732
+375
+2% +$15.1K 0.01% 298
2025
Q3 		$735K Hold
21,357
– – 0.01% 314
2025
Q2 		$700K Sell
21,357
-5
-0% -$146 0.01% 301
2025
Q1 		$596K Sell
21,362
-3
-0% -$82 0.01% 313
2024
Q4 		$591K Sell
21,365
-860
-4% -$26.4K 0.01% 321
2024
Q3 		$726K Buy
22,225
+5
+0% +$145 0.01% 237
2024
Q2 		$631K Sell
22,220
-409
-2% -$11.4K 0.01% 246
2024
Q1 		$556K Buy
22,629
+422
+2% +$11.1K 0.01% 297
2023
Q4 		$639K Sell
22,207
-412
-2% -$10.5K 0.01% 235
2023
Q3 		$541K Hold
22,619
– – 0.01% 263
2023
Q2 		$713K Buy
22,619
+9,930
+78% +$335K 0.02% 218
2023
Q1 		$443K Buy
+12,689
New +$384K 0.01% 289

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 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
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Forum Financial Management's BEPC Position: Q1 2026 in Review

Forum Financial Management sold out of Brookfield Renewable (BEPC) in Q1 2026, closing a stake of 21,732 shares — an estimated $833K sold.

Forum Financial Management first reported a position in BEPC in Q1 2023 and held it in 12 quarters. The position peaked at $833K in Q4 2025. 419 funds tracked by Wall St. Rank hold BEPC as of Q1 2026.

  • Forum Financial Management reported no remaining Brookfield Renewable position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 21,732 Brookfield Renewable shares in Q1 2026, an estimated $833K.
  • Forum Financial Management first reported a position in Brookfield Renewable in Q1 2023 and held it in 12 quarters.
  • Forum Financial Management's Brookfield Renewable position peaked at $833K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.