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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
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

RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
AMAL
Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Investment Partners Asset Management's BEPC Position: Q2 2026 in Review

Investment Partners Asset Management increased its Brookfield Renewable (BEPC) stake by 1% in Q2 2026, buying an estimated $15.4K and bringing the position to 40,058 shares worth $1.49M. The position accounts for 0.83% of the portfolio, ranked #37.

Investment Partners Asset Management first reported a position in BEPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.62M in Q2 2025. 82 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Investment Partners Asset Management held 40,058 shares of Brookfield Renewable worth $1.49M as of Q2 2026.
  • Investment Partners Asset Management bought 397 Brookfield Renewable shares in Q2 2026, an estimated $15.4K.
  • Brookfield Renewable made up 0.83% of Investment Partners Asset Management's portfolio in Q2 2026, its #37 holding.
  • Investment Partners Asset Management first reported a position in Brookfield Renewable in Q4 2023 and has held it in 11 quarters since.
  • Investment Partners Asset Management's Brookfield Renewable position peaked at $1.62M in Q2 2025.
  • 82 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.