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HB Wealth Management’s Brookfield Renewable BEPC Stock Holding History

HB Wealth 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
Q2 		$900K Buy
24,240
+8,533
+54% +$330K 0.01% 794
2026
Q1 		$626K Buy
15,707
+1,061
+7% +$43.2K ﹤0.01% 868
2025
Q4 		$562K Buy
14,646
+542
+4% +$21.8K ﹤0.01% 860
2025
Q3 		$485K Buy
+14,104
New +$484K ﹤0.01% 871
2025
Q2 		– Sell
-13,378
Closed -$373K – 1177
2025
Q1 		$373K Sell
13,378
-131
-1% -$3.59K ﹤0.01% 878
2024
Q4 		$374K Buy
13,509
+864
+7% +$26.6K ﹤0.01% 730
2024
Q3 		$413K Sell
12,645
-1,072
-8% -$31.1K ﹤0.01% 652
2024
Q2 		$389K Buy
+13,717
New +$383K ﹤0.01% 620

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

HB Wealth Management's BEPC Position: Q2 2026 in Review

HB Wealth Management increased its Brookfield Renewable (BEPC) stake by 54% in Q2 2026, buying an estimated $330K and bringing the position to 24,240 shares worth $900K. The position accounts for 0.01% of the portfolio, ranked #794.

HB Wealth Management first reported a position in BEPC in Q2 2024 and has held it in 8 quarters since. 425 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • HB Wealth Management held 24,240 shares of Brookfield Renewable worth $900K as of Q2 2026.
  • HB Wealth Management bought 8,533 Brookfield Renewable shares in Q2 2026, an estimated $330K.
  • Brookfield Renewable made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #794 holding.
  • HB Wealth Management first reported a position in Brookfield Renewable in Q2 2024 and has held it in 8 quarters since.
  • 425 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.