IA
BEPC icon

Invested Advisors’s Brookfield Renewable BEPC Stock Holding History

Invested 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 		$208K Sell
5,601
-2,749
-33% -$106K 0.18% 144
2026
Q1 		$333K Sell
8,350
-3,745
-31% -$153K 0.34% 90
2025
Q4 		$464K Buy
12,095
+415
+4% +$16.7K 0.48% 57
2025
Q3 		$322K Buy
+11,680
New +$400K 0.47% 62

Other funds holding BEPC

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WTA
Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Invested Advisors's BEPC Position: Q2 2026 in Review

Invested Advisors reduced its Brookfield Renewable (BEPC) stake by 33% in Q2 2026, selling an estimated $106K and leaving 5,601 shares worth $208K. The position accounts for 0.18% of the portfolio, ranked #144.

Invested Advisors first reported a position in BEPC in Q3 2025 and has held it in 4 quarters since. The position peaked at $464K in Q4 2025. 175 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Invested Advisors held 5,601 shares of Brookfield Renewable worth $208K as of Q2 2026.
  • Invested Advisors sold 2,749 Brookfield Renewable shares in Q2 2026, an estimated $106K.
  • Brookfield Renewable made up 0.18% of Invested Advisors's portfolio in Q2 2026, its #144 holding.
  • Invested Advisors first reported a position in Brookfield Renewable in Q3 2025 and has held it in 4 quarters since.
  • Invested Advisors's Brookfield Renewable position peaked at $464K in Q4 2025.
  • 175 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.