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 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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Plato Investment Management's BEPC Position: Q1 2026 in Review

Plato Investment Management opened a new position in Brookfield Renewable (BEPC) in Q1 2026: 119 shares worth $4.73K. The stake represents ﹤0.01% of the portfolio and ranks #480 among its holdings. This is a return to the name: Plato Investment Management previously reported a position in BEPC as recently as Q1 2025.

Plato Investment Management first reported a position in BEPC in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.58M in Q3 2024. 416 funds tracked by Wall St. Rank hold BEPC as of Q1 2026.

Plato Investment Management held 119 shares of Brookfield Renewable worth $4.73K as of Q1 2026.
Brookfield Renewable was a new Plato Investment Management position in Q1 2026.
Brookfield Renewable made up ﹤0.01% of Plato Investment Management's portfolio in Q1 2026, its #480 holding.
Plato Investment Management first reported a position in Brookfield Renewable in Q4 2023 and has held it in 7 quarters since.
Plato Investment Management's Brookfield Renewable position peaked at $2.58M in Q3 2024.
416 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.