Raymond James Financial’s Brookfield Renewable BEPC Stock Holding History

Raymond James Financial’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	$10.1M	Sell	270,938 -5,733	-2%	-$222K	﹤0.01%	2153
2026 Q1	$11M	Buy	276,671 +13,884	+5%	+$566K	﹤0.01%	1941
2025 Q4	$10.1M	Buy	262,787 +65,633	+33%	+$2.64M	﹤0.01%	1957
2025 Q3	$6.79M	Buy	197,154 +7,117	+4%	+$244K	﹤0.01%	2228
2025 Q2	$6.23M	Buy	190,037 +26,185	+16%	+$765K	﹤0.01%	2223
2025 Q1	$4.57M	Buy	163,852 +30,840	+23%	+$846K	﹤0.01%	2389
2024 Q4	$3.68M	Buy	+133,012	New	+$4.09M	﹤0.01%	2524

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

Raymond James Financial's BEPC Position: Q2 2026 in Review

Raymond James Financial reduced its Brookfield Renewable (BEPC) stake by 2.1% in Q2 2026, selling an estimated $222K and leaving 270,938 shares worth $10.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2153.

Raymond James Financial first reported a position in BEPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $11M in Q1 2026. 429 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Raymond James Financial held 270,938 shares of Brookfield Renewable worth $10.1M as of Q2 2026.
Raymond James Financial sold 5,733 Brookfield Renewable shares in Q2 2026, an estimated $222K.
Brookfield Renewable made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2153 holding.
Raymond James Financial first reported a position in Brookfield Renewable in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Brookfield Renewable position peaked at $11M in Q1 2026.
429 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.