Sequoia Financial Advisors’s Brookfield Renewable BEPC Stock Holding History

Sequoia Financial Advisors’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	$2.35M	Sell	63,185 -426	-0.7%	-$16.5K	0.01%	573
2026 Q1	$2.53M	Sell	63,611 -1,515	-2%	-$61.7K	0.01%	520
2025 Q4	$2.5M	Buy	65,126 +1,326	+2%	+$53.3K	0.01%	507
2025 Q3	$2.2M	Sell	63,800 -1,967	-3%	-$67.4K	0.01%	489
2025 Q2	$2.16M	Sell	65,767 -312	-0.5%	-$9.11K	0.01%	452
2025 Q1	$1.84M	Buy	+66,079	New	+$1.81M	0.01%	452
2024 Q4	–	Sell	-67,604	Closed	-$2.21M	–	1360
2024 Q3	$2.21M	Buy	+67,604	New	+$1.96M	0.02%	360

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

Sequoia Financial Advisors's BEPC Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Brookfield Renewable (BEPC) stake by 0.67% in Q2 2026, selling an estimated $16.5K and leaving 63,185 shares worth $2.35M. The position accounts for 0.01% of the portfolio, ranked #573.

Sequoia Financial Advisors first reported a position in BEPC in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.53M in Q1 2026. 429 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Sequoia Financial Advisors held 63,185 shares of Brookfield Renewable worth $2.35M as of Q2 2026.
Sequoia Financial Advisors sold 426 Brookfield Renewable shares in Q2 2026, an estimated $16.5K.
Brookfield Renewable made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #573 holding.
Sequoia Financial Advisors first reported a position in Brookfield Renewable in Q3 2024 and has held it in 7 quarters since.
Sequoia Financial Advisors's Brookfield Renewable position peaked at $2.53M in Q1 2026.
429 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.