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Sage Investment Counsel’s Brookfield Renewable BEPC Stock Holding History

Sage Investment Counsel’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
-5,180
Closed -$206K – 128
2026
Q1 		$206K Buy
+5,180
New +$211K 0.23% 109

Other funds holding BEPC

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Sage Investment Counsel's BEPC Position: Q2 2026 in Review

Sage Investment Counsel sold out of Brookfield Renewable (BEPC) in Q2 2026, closing a stake of 5,180 shares — an estimated $206K sold.

Sage Investment Counsel first reported a position in BEPC in Q1 2026 and held it in 1 quarter. The position peaked at $206K in Q1 2026. 163 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Sage Investment Counsel reported no remaining Brookfield Renewable position as of Q2 2026 after selling out during the quarter.
  • Sage Investment Counsel sold 5,180 Brookfield Renewable shares in Q2 2026, an estimated $206K.
  • Sage Investment Counsel first reported a position in Brookfield Renewable in Q1 2026 and held it in 1 quarter.
  • Sage Investment Counsel's Brookfield Renewable position peaked at $206K in Q1 2026.
  • 163 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.