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Pasadena Private Wealth’s Brookfield Renewable BEPC Stock Holding History

Pasadena Private Wealth’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 		$206K Sell
5,540
-4,000
-42% -$155K 0.03% 245
2026
Q1 		$380K Buy
9,540
+4,000
+72% +$163K 0.05% 154
2025
Q4 		$212K Buy
+5,540
New +$223K 0.03% 208

Other funds holding BEPC

ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Pasadena Private Wealth's BEPC Position: Q2 2026 in Review

Pasadena Private Wealth reduced its Brookfield Renewable (BEPC) stake by 42% in Q2 2026, selling an estimated $155K and leaving 5,540 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #245.

Pasadena Private Wealth first reported a position in BEPC in Q4 2025 and has held it in 3 quarters since. The position peaked at $380K in Q1 2026. 426 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Pasadena Private Wealth held 5,540 shares of Brookfield Renewable worth $206K as of Q2 2026.
  • Pasadena Private Wealth sold 4,000 Brookfield Renewable shares in Q2 2026, an estimated $155K.
  • Brookfield Renewable made up 0.03% of Pasadena Private Wealth's portfolio in Q2 2026, its #245 holding.
  • Pasadena Private Wealth first reported a position in Brookfield Renewable in Q4 2025 and has held it in 3 quarters since.
  • Pasadena Private Wealth's Brookfield Renewable position peaked at $380K in Q1 2026.
  • 426 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.