LPL Financial
BEPC icon

LPL Financial’s Brookfield Renewable BEPC Stock Holding History

LPL Financial’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 		$3.74M Buy
132,463
+12,220
+10% +$400K ﹤0.01% 3133
2026
Q2 		$4.46M Buy
120,243
+30,538
+34% +$1.18M ﹤0.01% 2908
2026
Q1 		$3.57M Buy
89,705
+8,085
+10% +$329K ﹤0.01% 2931
2025
Q4 		$3.13M Sell
81,620
-10,282
-11% -$414K ﹤0.01% 2973
2025
Q3 		$3.16M Buy
91,902
+9,738
+12% +$334K ﹤0.01% 2896
2025
Q2 		$2.69M Buy
82,164
+18,056
+28% +$527K ﹤0.01% 2842
2025
Q1 		$1.79M Buy
64,108
+30,704
+92% +$842K ﹤0.01% 3050
2024
Q4 		$924K Buy
33,404
+902
+3% +$27.7K ﹤0.01% 3556
2024
Q3 		$1.06M Buy
32,502
+1,881
+6% +$54.5K ﹤0.01% 3342
2024
Q2 		$869K Buy
30,621
+3,655
+14% +$102K ﹤0.01% 3389
2024
Q1 		$663K Buy
26,966
+1,881
+7% +$49.3K ﹤0.01% 3540
2023
Q4 		$722K Buy
25,085
+3,026
+14% +$77.1K ﹤0.01% 3349
2023
Q3 		$528K Sell
22,059
-405
-2% -$11.8K ﹤0.01% 3451
2023
Q2 		$708K Buy
22,464
+1,820
+9% +$61.4K ﹤0.01% 3150
2023
Q1 		$722K Buy
20,644
+733
+4% +$22.2K ﹤0.01% 3024
2022
Q4 		$548K Buy
19,911
+959
+5% +$29.6K ﹤0.01% 3173
2022
Q3 		$619K Sell
18,952
-346
-2% -$13.3K ﹤0.01% 2948
2022
Q2 		$687K Buy
19,298
+2,485
+15% +$91.9K ﹤0.01% 2903
2022
Q1 		$736K Sell
16,813
-5,851
-26% -$216K ﹤0.01% 2874
2021
Q4 		$835K Sell
22,664
-2,786
-11% -$106K ﹤0.01% 2821
2021
Q3 		$988K Buy
25,450
+68
+0.3% +$2.85K ﹤0.01% 2626
2021
Q2 		$1.06M Buy
25,382
+1,276
+5% +$54.3K ﹤0.01% 2512
2021
Q1 		$1.13M Sell
24,106
-3,948
-14% -$202K ﹤0.01% 2294
2020
Q4 		$1.64M Buy
28,054
+3,430
+14% +$165K ﹤0.01% 1808
2020
Q3 		$962K Buy
+24,624
New +$826K ﹤0.01% 1978

Other funds holding BEPC

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial's BEPC Position: Q3 2026 in Review

LPL Financial increased its Brookfield Renewable (BEPC) stake by 10% in Q3 2026, buying an estimated $400K and bringing the position to 132,463 shares worth $3.74M. The position accounts for ﹤0.01% of the portfolio, ranked #3133.

LPL Financial first reported a position in BEPC in Q3 2020 and has held it in 25 quarters since. The position peaked at $4.46M in Q2 2026. 208 funds tracked by Wall St. Rank hold BEPC as of Q3 2026.

  • LPL Financial held 132,463 shares of Brookfield Renewable worth $3.74M as of Q3 2026.
  • LPL Financial bought 12,220 Brookfield Renewable shares in Q3 2026, an estimated $400K.
  • Brookfield Renewable made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3133 holding.
  • LPL Financial first reported a position in Brookfield Renewable in Q3 2020 and has held it in 25 quarters since.
  • LPL Financial's Brookfield Renewable position peaked at $4.46M in Q2 2026.
  • 208 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.