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PFG Investments’s Brookfield Renewable BEPC Stock Holding History

PFG 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 		$7.95M Buy
214,136
+2,825
+1% +$109K 0.31% 61
2026
Q1 		$8.42M Sell
211,311
-1,029
-0.5% -$41.9K 0.39% 48
2025
Q4 		$8.14M Sell
212,340
-2,387
-1% -$96K 0.38% 46
2025
Q3 		$7.39M Buy
214,727
+4,329
+2% +$148K 0.38% 47
2025
Q2 		$6.9M Buy
210,398
+1,278
+0.6% +$37.3K 0.4% 47
2025
Q1 		$5.84M Buy
209,120
+11,119
+6% +$305K 0.37% 48
2024
Q4 		$5.48M Buy
198,001
+258
+0.1% +$7.93K 0.34% 56
2024
Q3 		$6.46M Buy
197,743
+9,062
+5% +$263K 0.42% 42
2024
Q2 		$5.35M Buy
188,681
+3,979
+2% +$111K 0.38% 49
2024
Q1 		$4.54M Buy
184,702
+24,021
+15% +$630K 0.27% 77
2023
Q4 		$4.63M Buy
160,681
+75,067
+88% +$1.91M 0.86% 16
2023
Q3 		$2.05M Buy
85,614
+9,985
+13% +$290K 0.38% 49
2023
Q2 		$2.38M Buy
75,629
+7,225
+11% +$244K 0.42% 43
2023
Q1 		$2.39M Buy
+68,404
New +$2.07M 0.49% 38

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

PFG Investments's BEPC Position: Q2 2026 in Review

PFG Investments increased its Brookfield Renewable (BEPC) stake by 1.3% in Q2 2026, buying an estimated $109K and bringing the position to 214,136 shares worth $7.95M. The position accounts for 0.31% of the portfolio, ranked #61.

PFG Investments first reported a position in BEPC in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.42M in Q1 2026. 425 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • PFG Investments held 214,136 shares of Brookfield Renewable worth $7.95M as of Q2 2026.
  • PFG Investments bought 2,825 Brookfield Renewable shares in Q2 2026, an estimated $109K.
  • Brookfield Renewable made up 0.31% of PFG Investments's portfolio in Q2 2026, its #61 holding.
  • PFG Investments first reported a position in Brookfield Renewable in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's Brookfield Renewable position peaked at $8.42M in Q1 2026.
  • 425 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.