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Summit Trail Advisors’s Brookfield Renewable BEPC Stock Holding History

Summit Trail 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 		$939K Buy
25,297
+12,913
+104% +$500K 0.01% 1010
2026
Q1 		$493K Sell
12,384
-2,903
-19% -$118K 0.01% 1167
2025
Q4 		$586K Buy
15,287
+4,691
+44% +$189K 0.01% 1030
2025
Q3 		$365K Buy
+10,596
New +$363K 0.01% 1158

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

Summit Trail Advisors's BEPC Position: Q2 2026 in Review

Summit Trail Advisors increased its Brookfield Renewable (BEPC) stake by 104% in Q2 2026, buying an estimated $500K and bringing the position to 25,297 shares worth $939K. The position accounts for 0.01% of the portfolio, ranked #1010.

Summit Trail Advisors first reported a position in BEPC in Q3 2025 and has held it in 4 quarters since. 428 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Summit Trail Advisors held 25,297 shares of Brookfield Renewable worth $939K as of Q2 2026.
  • Summit Trail Advisors bought 12,913 Brookfield Renewable shares in Q2 2026, an estimated $500K.
  • Brookfield Renewable made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1010 holding.
  • Summit Trail Advisors first reported a position in Brookfield Renewable in Q3 2025 and has held it in 4 quarters since.
  • 428 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.