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Sowell Financial Services’s Brookfield Renewable BEPC Stock Holding History

Sowell Financial Services’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
-5,295
Closed -$211K – 1165
2026
Q1 		$211K Sell
5,295
-15
-0.3% -$611 0.01% 1025
2025
Q4 		$204K Buy
+5,310
New +$214K 0.01% 1028
2021
Q2 		– Sell
-2,753
Closed -$109K – 750
2021
Q1 		$109K Buy
2,753
+617
+29% +$31.5K ﹤0.01% 1331
2020
Q4 		$124K Sell
2,136
-21,330
-91% -$1.03M 0.01% 1067
2020
Q3 		$917K Buy
+23,466
New +$787K 0.05% 315

Other funds holding BEPC

ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Sowell Financial Services's BEPC Position: Q2 2026 in Review

Sowell Financial Services sold out of Brookfield Renewable (BEPC) in Q2 2026, closing a stake of 5,295 shares — an estimated $211K sold.

Sowell Financial Services first reported a position in BEPC in Q3 2020 and held it in 5 quarters. The position peaked at $917K in Q3 2020. 426 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Sowell Financial Services reported no remaining Brookfield Renewable position as of Q2 2026 after selling out during the quarter.
  • Sowell Financial Services sold 5,295 Brookfield Renewable shares in Q2 2026, an estimated $211K.
  • Sowell Financial Services first reported a position in Brookfield Renewable in Q3 2020 and held it in 5 quarters.
  • Sowell Financial Services's Brookfield Renewable position peaked at $917K in Q3 2020.
  • 426 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.