Swiss Life Asset Management’s Brookfield Renewable BEPC Stock Holding History

Swiss Life Asset Management’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	$1.09M	Buy	29,333 +17,437	+147%	+$675K	﹤0.01%	681
2026 Q1	$474K	Sell	11,896 -5,210	-30%	-$212K	﹤0.01%	888
2025 Q4	$656K	Buy	17,106 +246	+1%	+$9.9K	﹤0.01%	716
2025 Q3	$581K	Buy	16,860 +8,525	+102%	+$292K	﹤0.01%	681
2025 Q2	$273K	Buy	+8,335	New	+$243K	﹤0.01%	745
2024 Q4	–	Sell	-43,991	Closed	-$1.44M	–	707
2024 Q3	$1.44M	Buy	+43,991	New	+$1.28M	0.02%	424
2024 Q2	–	Sell	-43,051	Closed	-$1.06M	–	587
2024 Q1	$1.06M	Sell	43,051 -2,448	-5%	-$64.2K	0.01%	410
2023 Q4	$1.32M	Sell	45,499 -1,909	-4%	-$48.7K	0.02%	465
2023 Q3	$1.14M	Buy	47,408 +9,935	+27%	+$288K	0.02%	543
2023 Q2	$1.18M	Sell	37,473 -19,087	-34%	-$644K	0.02%	527
2023 Q1	$1.98M	Sell	56,560 -4,781	-8%	-$145K	0.03%	493
2022 Q4	$1.69M	Buy	+61,341	New	+$1.89M	0.03%	449

Other funds holding BEPC

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swiss Life Asset Management's BEPC Position: Q2 2026 in Review

Swiss Life Asset Management increased its Brookfield Renewable (BEPC) stake by 147% in Q2 2026, buying an estimated $675K and bringing the position to 29,333 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Swiss Life Asset Management first reported a position in BEPC in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.98M in Q1 2023. 315 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Swiss Life Asset Management held 29,333 shares of Brookfield Renewable worth $1.09M as of Q2 2026.
Swiss Life Asset Management bought 17,437 Brookfield Renewable shares in Q2 2026, an estimated $675K.
Brookfield Renewable made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #681 holding.
Swiss Life Asset Management first reported a position in Brookfield Renewable in Q4 2022 and has held it in 12 quarters since.
Swiss Life Asset Management's Brookfield Renewable position peaked at $1.98M in Q1 2023.
315 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.