Guardian Partners’s Brookfield Renewable BEPC Stock Holding History

Guardian Partners’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 Q3	$567K	Buy	20,043 +200	+1%	+$6.54K	0.05%	150
2026 Q2	$737K	Sell	19,843 -3,780	-16%	-$146K	0.07%	130
2026 Q1	$1.31M	Buy	23,623 +2,728	+13%	+$111K	0.11%	104
2025 Q4	$868K	Buy	20,895 +1,989	+11%	+$80K	0.07%	136
2025 Q3	$677K	Sell	18,906 -3,282	-15%	-$113K	0.06%	135
2025 Q2	$748K	Hold	22,188	–	–	0.07%	126
2025 Q1	$590K	Buy	22,188 +2,350	+12%	+$64.4K	0.06%	124
2024 Q4	$548K	Buy	+19,838	New	+$610K	0.06%	127

Other funds holding BEPC

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return

Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return

AMAL

Asset Management Advisors LLC Oklahoma City, Oklahoma $173M AUM 37.78% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Guardian Partners's BEPC Position: Q3 2026 in Review

Guardian Partners increased its Brookfield Renewable (BEPC) stake by 1% in Q3 2026, buying an estimated $6.54K and bringing the position to 20,043 shares worth $567K. The position accounts for 0.05% of the portfolio, ranked #150.

Guardian Partners first reported a position in BEPC in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.31M in Q1 2026. 89 funds tracked by Wall St. Rank hold BEPC as of Q3 2026.

Guardian Partners held 20,043 shares of Brookfield Renewable worth $567K as of Q3 2026.
Guardian Partners bought 200 Brookfield Renewable shares in Q3 2026, an estimated $6.54K.
Brookfield Renewable made up 0.05% of Guardian Partners's portfolio in Q3 2026, its #150 holding.
Guardian Partners first reported a position in Brookfield Renewable in Q4 2024 and has held it in 8 quarters since.
Guardian Partners's Brookfield Renewable position peaked at $1.31M in Q1 2026.
89 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.