Third View Private Wealth
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Third View Private Wealth’s Brookfield Renewable BEPC Stock Holding History

Third View Private Wealth’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
Q3 		– Sell
-10,931
Closed -$406K – 281
2026
Q2 		$406K Sell
10,931
-6,811
-38% -$264K 0.05% 212
2026
Q1 		$707K Buy
17,742
+891
+5% +$36.3K 0.1% 140
2025
Q4 		$646K Buy
+16,851
New +$678K 0.09% 156

Other funds holding BEPC

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Third View Private Wealth's BEPC Position: Q3 2026 in Review

Third View Private Wealth sold out of Brookfield Renewable (BEPC) in Q3 2026, closing a stake of 10,931 shares — an estimated $406K sold.

Third View Private Wealth first reported a position in BEPC in Q4 2025 and held it in 3 quarters. The position peaked at $707K in Q1 2026. 187 funds tracked by Wall St. Rank hold BEPC as of Q3 2026.

  • Third View Private Wealth reported no remaining Brookfield Renewable position as of Q3 2026 after selling out during the quarter.
  • Third View Private Wealth sold 10,931 Brookfield Renewable shares in Q3 2026, an estimated $406K.
  • Third View Private Wealth first reported a position in Brookfield Renewable in Q4 2025 and held it in 3 quarters.
  • Third View Private Wealth's Brookfield Renewable position peaked at $707K in Q1 2026.
  • 187 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.