Parnassus Investments’s Brookfield Renewable BEPC Stock Holding History

Parnassus 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	$187M	Sell	5,028,808 -2,023	-0%	-$78.3K	0.5%	39
2026 Q1	$200M	Sell	5,030,831 -2,118	-0%	-$86.3K	0.59%	39
2025 Q4	$193M	Sell	5,032,949 -304,681	-6%	-$12.3M	0.5%	41
2025 Q3	$184M	Buy	5,337,630 +74,543	+1%	+$2.56M	0.42%	44
2025 Q2	$173M	Buy	5,263,087 +407,294	+8%	+$11.9M	0.4%	43
2025 Q1	$136M	Buy	4,855,793 +945,297	+24%	+$25.9M	0.33%	48
2024 Q4	$108M	Buy	3,910,496 +1,242,858	+47%	+$38.2M	0.24%	58
2024 Q3	$87.1M	Buy	2,667,638 +94,710	+4%	+$2.75M	0.18%	75
2024 Q2	$73M	Hold	2,572,928	–	–	0.16%	85
2024 Q1	$63.2M	Sell	2,572,928 -3,918,476	-60%	-$103M	0.14%	98
2023 Q4	$187M	Buy	6,491,404 +4,196,415	+183%	+$107M	0.42%	50
2023 Q3	$54.9M	Buy	+2,294,989	New	+$66.6M	0.13%	96

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Parnassus Investments's BEPC Position: Q2 2026 in Review

Parnassus Investments reduced its Brookfield Renewable (BEPC) stake by 0.04% in Q2 2026, selling an estimated $78.3K and leaving 5,028,808 shares worth $187M. The position accounts for 0.5% of the portfolio, ranked #39.

Parnassus Investments first reported a position in BEPC in Q3 2023 and has held it in 12 quarters since. The position peaked at $200M in Q1 2026. 426 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Parnassus Investments held 5,028,808 shares of Brookfield Renewable worth $187M as of Q2 2026.
Parnassus Investments sold 2,023 Brookfield Renewable shares in Q2 2026, an estimated $78.3K.
Brookfield Renewable made up 0.5% of Parnassus Investments's portfolio in Q2 2026, its #39 holding.
Parnassus Investments first reported a position in Brookfield Renewable in Q3 2023 and has held it in 12 quarters since.
Parnassus Investments's Brookfield Renewable position peaked at $200M in Q1 2026.
426 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Parnassus Investments's 13F filing for Q2 2026, filed 29 Jul 2026.