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SageView Advisory Group’s Brookfield Renewable BEPC Stock Holding History

SageView Advisory 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
Q1 		– Sell
-330
Closed -$12.7K – 779
2025
Q4 		$12.7K Buy
+330
New +$13.3K ﹤0.01% 1624

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 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
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SageView Advisory Group's BEPC Position: Q1 2026 in Review

SageView Advisory Group sold out of Brookfield Renewable (BEPC) in Q1 2026, closing a stake of 330 shares — an estimated $12.7K sold.

SageView Advisory Group first reported a position in BEPC in Q4 2025 and held it in 1 quarter. The position peaked at $12.7K in Q4 2025. 419 funds tracked by Wall St. Rank hold BEPC as of Q1 2026.

  • SageView Advisory Group reported no remaining Brookfield Renewable position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 330 Brookfield Renewable shares in Q1 2026, an estimated $12.7K.
  • SageView Advisory Group first reported a position in Brookfield Renewable in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Brookfield Renewable position peaked at $12.7K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.