IPAM
BEPC icon

Investment Partners Asset Management’s Brookfield Renewable BEPC Stock Holding History

Investment Partners Asset 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
Q3 		$1.28M Buy
45,343
+5,285
+13% +$173K 0.69% 39
2026
Q2 		$1.49M Buy
40,058
+397
+1% +$15.4K 0.83% 37
2026
Q1 		$1.58M Sell
39,661
-1,602
-4% -$65.3K 0.98% 28
2025
Q4 		$1.58M Sell
41,263
-4,999
-11% -$201K 0.98% 25
2025
Q3 		$1.59M Sell
46,262
-3,244
-7% -$111K 1.05% 24
2025
Q2 		$1.62M Sell
49,506
-5,085
-9% -$148K 1.13% 22
2025
Q1 		$1.52M Buy
54,591
+4,974
+10% +$136K 1.2% 20
2024
Q4 		$1.37M Buy
49,617
+3,608
+8% +$111K 1.08% 26
2024
Q3 		$1.5M Sell
46,009
-19
-0% -$551 1.23% 20
2024
Q2 		$1.31M Sell
46,028
-4,842
-10% -$135K 1.16% 22
2024
Q1 		$1.25M Buy
50,870
+6,453
+15% +$169K 1.13% 25
2023
Q4 		$1.28M Buy
+44,417
New +$1.13M 1.27% 21

Other funds holding BEPC

GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

Investment Partners Asset Management's BEPC Position: Q3 2026 in Review

Investment Partners Asset Management increased its Brookfield Renewable (BEPC) stake by 13% in Q3 2026, buying an estimated $173K and bringing the position to 45,343 shares worth $1.28M. The position accounts for 0.69% of the portfolio, ranked #39.

Investment Partners Asset Management first reported a position in BEPC in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.62M in Q2 2025. 13 funds tracked by Wall St. Rank hold BEPC as of Q3 2026.

  • Investment Partners Asset Management held 45,343 shares of Brookfield Renewable worth $1.28M as of Q3 2026.
  • Investment Partners Asset Management bought 5,285 Brookfield Renewable shares in Q3 2026, an estimated $173K.
  • Brookfield Renewable made up 0.69% of Investment Partners Asset Management's portfolio in Q3 2026, its #39 holding.
  • Investment Partners Asset Management first reported a position in Brookfield Renewable in Q4 2023 and has held it in 12 quarters since.
  • Investment Partners Asset Management's Brookfield Renewable position peaked at $1.62M in Q2 2025.
  • 13 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.