LongView Wealth Management’s Brookfield Renewable BEPC Stock Holding History

LongView 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	–	Sell	-7,641	Closed	-$325K	–	230
2026 Q1	$325K	Sell	7,641 -1,295	-14%	-$52.8K	0.08%	185
2025 Q4	$346K	Hold	8,936	–	–	0.08%	177
2025 Q3	$308K	Hold	8,936	–	–	0.08%	170
2025 Q2	$293K	Buy	8,936 +900	+11%	+$26.3K	0.09%	171
2025 Q1	$224K	Buy	8,036 +255	+3%	+$6.99K	0.07%	190
2024 Q4	$215K	Buy	+7,781	New	+$239K	0.07%	195

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

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

LongView Wealth Management sold out of Brookfield Renewable (BEPC) in Q2 2026, closing a stake of 7,641 shares — an estimated $325K sold.

LongView Wealth Management first reported a position in BEPC in Q4 2024 and held it in 6 quarters. The position peaked at $346K in Q4 2025. 429 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

LongView Wealth Management reported no remaining Brookfield Renewable position as of Q2 2026 after selling out during the quarter.
LongView Wealth Management sold 7,641 Brookfield Renewable shares in Q2 2026, an estimated $325K.
LongView Wealth Management first reported a position in Brookfield Renewable in Q4 2024 and held it in 6 quarters.
LongView Wealth Management's Brookfield Renewable position peaked at $346K in Q4 2025.
429 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.