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 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

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

Guardian Partners's BEPC Position: Q2 2026 in Review

Guardian Partners reduced its Brookfield Renewable (BEPC) stake by 16% in Q2 2026, selling an estimated $146K and leaving 19,843 shares worth $737K. The position accounts for 0.07% of the portfolio, ranked #130.

Guardian Partners first reported a position in BEPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.31M in Q1 2026. 427 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Guardian Partners held 19,843 shares of Brookfield Renewable worth $737K as of Q2 2026.
Guardian Partners sold 3,780 Brookfield Renewable shares in Q2 2026, an estimated $146K.
Brookfield Renewable made up 0.07% of Guardian Partners's portfolio in Q2 2026, its #130 holding.
Guardian Partners first reported a position in Brookfield Renewable in Q4 2024 and has held it in 7 quarters since.
Guardian Partners's Brookfield Renewable position peaked at $1.31M in Q1 2026.
427 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.