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Private Advisor Group’s Brookfield Renewable BEPC Stock Holding History

Private Advisor 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 		– Sell
-19,557
Closed -$779K – 2547
2026
Q1 		$779K Buy
19,557
+828
+4% +$33.7K ﹤0.01% 1581
2025
Q4 		$718K Sell
18,729
-2,384
-11% -$95.9K ﹤0.01% 1604
2025
Q3 		$727K Sell
21,113
-1,963
-9% -$67.3K ﹤0.01% 1558
2025
Q2 		$756K Sell
23,076
-1,375
-6% -$40.1K ﹤0.01% 1445
2025
Q1 		$683K Buy
24,451
+5,186
+27% +$142K ﹤0.01% 1455
2024
Q4 		$533K Buy
19,265
+791
+4% +$24.3K ﹤0.01% 1535
2024
Q3 		$603K Sell
18,474
-75
-0.4% -$2.17K ﹤0.01% 1512
2024
Q2 		$526K Buy
18,549
+3,279
+21% +$91.7K ﹤0.01% 1535
2024
Q1 		$375K Buy
15,270
+5,205
+52% +$136K ﹤0.01% 1695
2023
Q4 		$290K Buy
+10,065
New +$257K ﹤0.01% 1803
2022
Q1 		– Sell
-7,727
Closed -$285K – 2101
2021
Q4 		$285K Sell
7,727
-7,416
-49% -$283K ﹤0.01% 1751
2021
Q3 		$587K Buy
15,143
+2,223
+17% +$93.1K ﹤0.01% 1436
2021
Q2 		$542K Sell
12,920
-498,725
-97% -$21.2M ﹤0.01% 1351
2021
Q1 		$23.9M Sell
511,645
-13,051
-2% -$666K 0.23% 88
2020
Q4 		$30.6M Buy
524,696
+349,890
+200% +$16.8M 0.32% 60
2020
Q3 		$6.83M Buy
+174,806
New +$5.86M 0.09% 229

Other funds holding BEPC

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
WTA
Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
FG
Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
AMAL
Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

Private Advisor Group's BEPC Position: Q2 2026 in Review

Private Advisor Group sold out of Brookfield Renewable (BEPC) in Q2 2026, closing a stake of 19,557 shares — an estimated $779K sold.

Private Advisor Group first reported a position in BEPC in Q3 2020 and held it in 16 quarters. The position peaked at $30.6M in Q4 2020. 144 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Private Advisor Group reported no remaining Brookfield Renewable position as of Q2 2026 after selling out during the quarter.
  • Private Advisor Group sold 19,557 Brookfield Renewable shares in Q2 2026, an estimated $779K.
  • Private Advisor Group first reported a position in Brookfield Renewable in Q3 2020 and held it in 16 quarters.
  • Private Advisor Group's Brookfield Renewable position peaked at $30.6M in Q4 2020.
  • 144 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.