Principal Financial Group
BEPC icon

Principal Financial Group’s Brookfield Renewable BEPC Stock Holding History

Principal Financial Group’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 		$62M Sell
1,670,298
-561,020
-25% -$21.7M 0.03% 454
2026
Q1 		$88.9M Sell
2,231,318
-2,330,036
-51% -$94.9M 0.05% 315
2025
Q4 		$175M Sell
4,561,354
-85,170
-2% -$3.43M 0.09% 202
2025
Q3 		$160M Buy
4,646,524
+121,328
+3% +$4.16M 0.08% 208
2025
Q2 		$148M Buy
4,525,196
+94,218
+2% +$2.75M 0.08% 219
2025
Q1 		$124M Buy
4,430,978
+251,310
+6% +$6.89M 0.07% 229
2024
Q4 		$116M Sell
4,179,668
-32,914
-0.8% -$1.01M 0.06% 247
2024
Q3 		$138M Sell
4,212,582
-545,395
-11% -$15.8M 0.08% 231
2024
Q2 		$135M Buy
4,757,977
+80,350
+2% +$2.25M 0.08% 214
2024
Q1 		$115M Buy
4,677,627
+252,528
+6% +$6.62M 0.07% 247
2023
Q4 		$127M Buy
4,425,099
+50,685
+1% +$1.29M 0.08% 206
2023
Q3 		$105M Buy
4,374,414
+52,049
+1% +$1.51M 0.08% 219
2023
Q2 		$136M Sell
4,322,365
-17,121
-0.4% -$578K 0.09% 197
2023
Q1 		$152M Buy
4,339,486
+34,376
+0.8% +$1.04M 0.11% 182
2022
Q4 		$119M Sell
4,305,110
-6,906
-0.2% -$213K 0.09% 211
2022
Q3 		$141M Buy
4,312,016
+241,739
+6% +$9.3M 0.11% 189
2022
Q2 		$145M Buy
4,070,277
+1,643,593
+68% +$60.8M 0.11% 199
2022
Q1 		$106M Buy
2,426,684
+1,274,754
+111% +$47.1M 0.07% 249
2021
Q4 		$42.8M Sell
1,151,930
-617,486
-35% -$23.6M 0.03% 517
2021
Q3 		$68.7M Buy
1,769,416
+2,196
+0.1% +$92K 0.04% 335
2021
Q2 		$74.1M Buy
1,767,220
+260,185
+17% +$11.1M 0.05% 327
2021
Q1 		$70.5M Buy
1,507,035
+609,706
+68% +$31.1M 0.05% 321
2020
Q4 		$52.3M Sell
897,329
-44,703
-5% -$2.15M 0.04% 370
2020
Q3 		$36.8M Buy
+942,032
New +$31.6M 0.03% 432

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

Principal Financial Group's BEPC Position: Q2 2026 in Review

Principal Financial Group reduced its Brookfield Renewable (BEPC) stake by 25% in Q2 2026, selling an estimated $21.7M and leaving 1,670,298 shares worth $62M. The position accounts for 0.03% of the portfolio, ranked #454.

Principal Financial Group first reported a position in BEPC in Q3 2020 and has held it in 24 quarters since. The position peaked at $175M in Q4 2025. 426 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Principal Financial Group held 1,670,298 shares of Brookfield Renewable worth $62M as of Q2 2026.
  • Principal Financial Group sold 561,020 Brookfield Renewable shares in Q2 2026, an estimated $21.7M.
  • Brookfield Renewable made up 0.03% of Principal Financial Group's portfolio in Q2 2026, its #454 holding.
  • Principal Financial Group first reported a position in Brookfield Renewable in Q3 2020 and has held it in 24 quarters since.
  • Principal Financial Group's Brookfield Renewable position peaked at $175M in Q4 2025.
  • 426 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.