Pinnacle Associates
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Pinnacle Associates’s Brookfield Renewable BEPC Stock Holding History

Pinnacle Associates’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
Q3 		$317K Sell
11,230
-843
-7% -$27.6K ﹤0.01% 787
2026
Q2 		$448K Buy
12,073
+6
+0% +$232 ﹤0.01% 722
2026
Q1 		$481K Buy
12,067
+167
+1% +$6.8K 0.01% 667
2025
Q4 		$456K Buy
11,900
+2,149
+22% +$86.5K 0.01% 674
2025
Q3 		$336K Buy
+9,751
New +$334K ﹤0.01% 725

Other funds holding BEPC

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Pinnacle Associates's BEPC Position: Q3 2026 in Review

Pinnacle Associates reduced its Brookfield Renewable (BEPC) stake by 7% in Q3 2026, selling an estimated $27.6K and leaving 11,230 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Pinnacle Associates first reported a position in BEPC in Q3 2025 and has held it in 5 quarters since. The position peaked at $481K in Q1 2026. 187 funds tracked by Wall St. Rank hold BEPC as of Q3 2026.

  • Pinnacle Associates held 11,230 shares of Brookfield Renewable worth $317K as of Q3 2026.
  • Pinnacle Associates sold 843 Brookfield Renewable shares in Q3 2026, an estimated $27.6K.
  • Brookfield Renewable made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #787 holding.
  • Pinnacle Associates first reported a position in Brookfield Renewable in Q3 2025 and has held it in 5 quarters since.
  • Pinnacle Associates's Brookfield Renewable position peaked at $481K in Q1 2026.
  • 187 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.