Pathstone Holdings
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Pathstone Holdings’s Brookfield Renewable BEPC Stock Holding History

Pathstone Holdings’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 		$1.17M Sell
29,146
-715
-2% -$29.1K ﹤0.01% 1328
2025
Q4 		$1.14M Sell
29,861
-182
-0.6% -$7.32K ﹤0.01% 1335
2025
Q3 		$1.03M Sell
30,043
-978
-3% -$33.5K ﹤0.01% 1406
2025
Q2 		$1.02M Buy
31,021
+5,066
+20% +$148K ﹤0.01% 1382
2025
Q1 		$725K Buy
25,955
+42
+0.2% +$1.15K ﹤0.01% 1532
2024
Q4 		$717K Sell
25,913
-6,699
-21% -$206K ﹤0.01% 1546
2024
Q3 		$1.07M Sell
32,612
-1,664
-5% -$48.3K ﹤0.01% 1341
2024
Q2 		$973K Buy
34,276
+381
+1% +$10.6K ﹤0.01% 1342
2024
Q1 		$833K Buy
33,895
+4,234
+14% +$111K ﹤0.01% 1393
2023
Q4 		$854K Buy
+29,661
New +$756K ﹤0.01% 1160

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return