Plato Investment Management’s Brookfield Renewable BEPC Stock Holding History

Plato Investment Management’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	$691K	Buy	18,710 +18,591	+15,623%	+$720K	0.04%	319
2026 Q1	$4.73K	Buy	+119	New	+$4.85K	﹤0.01%	480
2025 Q2	–	Sell	-42,082	Closed	-$1.19M	–	522
2025 Q1	$1.19M	Buy	42,082 +29,561	+236%	+$810K	0.1%	223
2024 Q4	$348K	Sell	12,521 -66,461	-84%	-$2.04M	0.03%	376
2024 Q3	$2.58M	Buy	78,982 +69,926	+772%	+$2.03M	0.21%	116
2024 Q2	$351K	Sell	9,056 -19,765	-69%	-$552K	0.03%	297
2024 Q1	$958K	Buy	28,821 +25,752	+839%	+$675K	0.1%	213
2023 Q4	$88.8K	Buy	+3,069	New	+$78.2K	0.11%	169

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

Plato Investment Management's BEPC Position: Q2 2026 in Review

Plato Investment Management increased its Brookfield Renewable (BEPC) stake by 15,623% in Q2 2026, buying an estimated $720K and bringing the position to 18,710 shares worth $691K. The position accounts for 0.04% of the portfolio, ranked #319.

Plato Investment Management first reported a position in BEPC in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.58M in Q3 2024. 427 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Plato Investment Management held 18,710 shares of Brookfield Renewable worth $691K as of Q2 2026.
Plato Investment Management bought 18,591 Brookfield Renewable shares in Q2 2026, an estimated $720K.
Brookfield Renewable made up 0.04% of Plato Investment Management's portfolio in Q2 2026, its #319 holding.
Plato Investment Management first reported a position in Brookfield Renewable in Q4 2023 and has held it in 8 quarters since.
Plato Investment Management's Brookfield Renewable position peaked at $2.58M in Q3 2024.
427 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.