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Steward Partners Investment Advisory’s Brookfield Renewable BEPC Stock Holding History

Steward Partners Investment Advisory’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 		$222K Buy
5,987
+2,083
+53% +$80.7K ﹤0.01% 2173
2026
Q1 		$155K Hold
3,904
– – ﹤0.01% 2144
2025
Q4 		$150K Buy
3,904
+88
+2% +$3.54K ﹤0.01% 2087
2025
Q3 		$131K Sell
3,816
-194
-5% -$6.65K ﹤0.01% 2079
2025
Q2 		$131K Sell
4,010
-400
-9% -$11.7K ﹤0.01% 1956
2025
Q1 		$123K Sell
4,410
-2,443
-36% -$67K ﹤0.01% 1900
2024
Q4 		$190K Sell
6,853
-714
-9% -$22K ﹤0.01% 1649
2024
Q3 		$247K Sell
7,567
-20,077
-73% -$582K ﹤0.01% 1421
2024
Q2 		$785K Buy
27,644
+495
+2% +$13.8K 0.01% 896
2024
Q1 		$667K Sell
27,149
-7,740
-22% -$203K 0.01% 943
2023
Q4 		$1M Sell
34,889
-3,844
-10% -$98K 0.01% 718
2023
Q3 		$927K Sell
38,733
-3,114
-7% -$90.4K 0.01% 700
2023
Q2 		$1.32M Sell
41,847
-4,230
-9% -$143K 0.02% 609
2023
Q1 		$1.61M Sell
46,077
-4,940
-10% -$150K 0.03% 529
2022
Q4 		$1.41M Buy
51,017
+20,384
+67% +$629K 0.02% 551
2022
Q3 		$1M Sell
30,633
-860
-3% -$33.1K 0.02% 624
2022
Q2 		$1.12M Sell
31,493
-5,036
-14% -$186K 0.02% 599
2022
Q1 		$1.6M Sell
36,529
-2,597
-7% -$95.9K 0.02% 548
2021
Q4 		$1.44M Buy
39,126
+3,179
+9% +$121K 0.02% 591
2021
Q3 		$1.4M Buy
35,947
+134
+0.4% +$5.61K 0.02% 549
2021
Q2 		$1.5M Buy
35,813
+22,501
+169% +$957K 0.03% 530
2021
Q1 		$623K Sell
13,312
-663
-5% -$33.8K 0.01% 807
2020
Q4 		$815K Sell
13,975
-1,169
-8% -$56.2K 0.02% 629
2020
Q3 		$592K Buy
+15,144
New +$508K 0.01% 612

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

Steward Partners Investment Advisory's BEPC Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Brookfield Renewable (BEPC) stake by 53% in Q2 2026, buying an estimated $80.7K and bringing the position to 5,987 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #2173.

Steward Partners Investment Advisory first reported a position in BEPC in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.61M in Q1 2023. 429 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Steward Partners Investment Advisory held 5,987 shares of Brookfield Renewable worth $222K as of Q2 2026.
  • Steward Partners Investment Advisory bought 2,083 Brookfield Renewable shares in Q2 2026, an estimated $80.7K.
  • Brookfield Renewable made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2173 holding.
  • Steward Partners Investment Advisory first reported a position in Brookfield Renewable in Q3 2020 and has held it in 24 quarters since.
  • Steward Partners Investment Advisory's Brookfield Renewable position peaked at $1.61M in Q1 2023.
  • 429 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.