Stamos Capital Partners’s Brookfield Renewable BEPC Stock Holding History

Stamos Capital Partners’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	$477K	Buy	12,863 +5,257	+69%	+$204K	0.07%	135
2026 Q1	$303K	Buy	+7,606	New	+$310K	0.05%	139
2025 Q4	–	Sell	-5,896	Closed	-$203K	–	140
2025 Q3	$203K	Sell	5,896 -9,603	-62%	-$329K	0.04%	142
2025 Q2	$508K	Buy	15,499 +6,577	+74%	+$192K	0.09%	136
2025 Q1	$249K	Buy	+8,922	New	+$245K	0.07%	140

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

Stamos Capital Partners's BEPC Position: Q2 2026 in Review

Stamos Capital Partners increased its Brookfield Renewable (BEPC) stake by 69% in Q2 2026, buying an estimated $204K and bringing the position to 12,863 shares worth $477K. The position accounts for 0.07% of the portfolio, ranked #135.

Stamos Capital Partners first reported a position in BEPC in Q1 2025 and has held it in 5 quarters since. The position peaked at $508K in Q2 2025. 427 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Stamos Capital Partners held 12,863 shares of Brookfield Renewable worth $477K as of Q2 2026.
Stamos Capital Partners bought 5,257 Brookfield Renewable shares in Q2 2026, an estimated $204K.
Brookfield Renewable made up 0.07% of Stamos Capital Partners's portfolio in Q2 2026, its #135 holding.
Stamos Capital Partners first reported a position in Brookfield Renewable in Q1 2025 and has held it in 5 quarters since.
Stamos Capital Partners's Brookfield Renewable position peaked at $508K in Q2 2025.
427 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.