UBS AM
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UBS AM’s Brookfield Renewable BEPC Stock Holding History

UBS AM’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 		$3.81M Buy
102,704
+45,309
+79% +$1.75M ﹤0.01% 1737
2026
Q1 		$2.29M Sell
57,395
-73,568
-56% -$3M ﹤0.01% 1973
2025
Q4 		$5.02M Buy
+130,963
New +$5.27M ﹤0.01% 1462
2025
Q3 		– Sell
-251,970
Closed -$8.26M – 2316
2025
Q2 		$8.26M Buy
251,970
+25,950
+11% +$758K ﹤0.01% 1454
2025
Q1 		$6.31M Buy
226,020
+4,768
+2% +$131K ﹤0.01% 1451
2024
Q4 		$6.12M Sell
221,252
-48,710
-18% -$1.5M ﹤0.01% 1502
2024
Q3 		$8.82M Sell
269,962
-9,699
-3% -$281K ﹤0.01% 1294
2024
Q2 		$7.94M Buy
+279,661
New +$7.82M ﹤0.01% 1238
2024
Q1 		– Sell
-66,786
Closed -$1.92M – 2525
2023
Q4 		$1.92M Buy
66,786
+3,142
+5% +$80.1K ﹤0.01% 1715
2023
Q3 		$1.52M Buy
63,644
+2,135
+3% +$62K ﹤0.01% 1750
2023
Q2 		$2.15M Hold
61,509
– – ﹤0.01% 1615
2023
Q1 		$2.15M Hold
61,509
– – ﹤0.01% 1615
2022
Q4 		$1.69M Hold
61,509
– – ﹤0.01% 1601
2022
Q3 		$2.01M Sell
61,509
-3,287
-5% -$126K ﹤0.01% 1593
2022
Q2 		$2.31M Buy
64,796
+10,758
+20% +$398K ﹤0.01% 1559
2022
Q1 		$2.37M Hold
54,038
– – ﹤0.01% 1720
2021
Q4 		$1.99M Sell
54,038
-7,887
-13% -$301K ﹤0.01% 1873
2021
Q3 		$2.4M Hold
61,925
– – ﹤0.01% 1751
2021
Q2 		$2.6M Sell
61,925
-335,930
-84% -$14.3M ﹤0.01% 1734
2021
Q1 		$18.6M Buy
397,855
+20,253
+5% +$1.03M 0.01% 879
2020
Q4 		$22M Buy
+377,602
New +$18.2M 0.01% 827

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

UBS AM's BEPC Position: Q2 2026 in Review

UBS AM increased its Brookfield Renewable (BEPC) stake by 79% in Q2 2026, buying an estimated $1.75M and bringing the position to 102,704 shares worth $3.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1737.

UBS AM first reported a position in BEPC in Q4 2020 and has held it in 21 quarters since. The position peaked at $22M in Q4 2020. 428 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • UBS AM held 102,704 shares of Brookfield Renewable worth $3.81M as of Q2 2026.
  • UBS AM bought 45,309 Brookfield Renewable shares in Q2 2026, an estimated $1.75M.
  • Brookfield Renewable made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1737 holding.
  • UBS AM first reported a position in Brookfield Renewable in Q4 2020 and has held it in 21 quarters since.
  • UBS AM's Brookfield Renewable position peaked at $22M in Q4 2020.
  • 428 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.