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Moody Lynn & Lieberson’s Brookfield Renewable BEPC Stock Holding History

Moody Lynn & Lieberson’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 		$251K Buy
+6,750
New +$261K 0.01% 236
2026
Q1 		– Sell
-6,000
Closed -$230K – 253
2025
Q4 		$230K Sell
6,000
-900
-13% -$36.2K 0.01% 242
2025
Q3 		$237K Hold
6,900
– – 0.01% 237
2025
Q2 		$226K Sell
6,900
-700
-9% -$20.4K 0.01% 237
2025
Q1 		$212K Buy
+7,600
New +$208K 0.01% 232

Other funds holding BEPC

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
WTA
Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
FG
Foresight Group London, United Kingdom $556M AUM 8.6% 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

Moody Lynn & Lieberson's BEPC Position: Q2 2026 in Review

Moody Lynn & Lieberson opened a new position in Brookfield Renewable (BEPC) in Q2 2026: 6,750 shares worth $251K. The stake represents 0.01% of the portfolio and ranks #236 among its holdings. This is a return to the name: Moody Lynn & Lieberson previously reported a position in BEPC as recently as Q4 2025.

Moody Lynn & Lieberson first reported a position in BEPC in Q1 2025 and has held it in 5 quarters since. 122 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Moody Lynn & Lieberson held 6,750 shares of Brookfield Renewable worth $251K as of Q2 2026.
  • Brookfield Renewable was a new Moody Lynn & Lieberson position in Q2 2026.
  • Brookfield Renewable made up 0.01% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #236 holding.
  • Moody Lynn & Lieberson first reported a position in Brookfield Renewable in Q1 2025 and has held it in 5 quarters since.
  • 122 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.