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Optimize Financial’s Brookfield Renewable BEPC Stock Holding History

Optimize 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
Q1 		– Sell
-7,720
Closed -$296K – 314
2025
Q4 		$296K Buy
7,720
+108
+1% +$4.34K 0.15% 273
2025
Q3 		$262K Buy
+7,612
New +$261K 0.14% 308

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Optimize Financial's BEPC Position: Q1 2026 in Review

Optimize Financial sold out of Brookfield Renewable (BEPC) in Q1 2026, closing a stake of 7,720 shares — an estimated $296K sold.

Optimize Financial first reported a position in BEPC in Q3 2025 and held it in 2 quarters. The position peaked at $296K in Q4 2025. 418 funds tracked by Wall St. Rank hold BEPC as of Q1 2026.

  • Optimize Financial reported no remaining Brookfield Renewable position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 7,720 Brookfield Renewable shares in Q1 2026, an estimated $296K.
  • Optimize Financial first reported a position in Brookfield Renewable in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Brookfield Renewable position peaked at $296K in Q4 2025.
  • 418 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.