Natural Investments’s Brookfield Renewable BEPC Stock Holding History

Natural Investments’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	$2.94M	Sell	79,241 -575	-0.7%	-$22.3K	0.65%	29
2026 Q1	$3.18M	Sell	79,816 -5,250	-6%	-$214K	0.78%	28
2025 Q4	$3.26M	Sell	85,066 -5,598	-6%	-$225K	0.81%	23
2025 Q3	$3.12M	Sell	90,664 -1,473	-2%	-$50.5K	0.77%	29
2025 Q2	$3.02M	Sell	92,137 -2,760	-3%	-$80.6K	0.78%	29
2025 Q1	$2.65M	Sell	94,897 -8,681	-8%	-$238K	0.75%	33
2024 Q4	$2.86M	Buy	+103,578	New	+$3.18M	0.79%	27

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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Natural Investments's BEPC Position: Q2 2026 in Review

Natural Investments reduced its Brookfield Renewable (BEPC) stake by 0.72% in Q2 2026, selling an estimated $22.3K and leaving 79,241 shares worth $2.94M. The position accounts for 0.65% of the portfolio, ranked #29.

Natural Investments first reported a position in BEPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.26M in Q4 2025. 429 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Natural Investments held 79,241 shares of Brookfield Renewable worth $2.94M as of Q2 2026.
Natural Investments sold 575 Brookfield Renewable shares in Q2 2026, an estimated $22.3K.
Brookfield Renewable made up 0.65% of Natural Investments's portfolio in Q2 2026, its #29 holding.
Natural Investments first reported a position in Brookfield Renewable in Q4 2024 and has held it in 7 quarters since.
Natural Investments's Brookfield Renewable position peaked at $3.26M in Q4 2025.
429 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.