Washington Trust Advisors
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Washington Trust Advisors’s Brookfield Renewable BEPC Stock Holding History

Washington Trust 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
Q3 		$10M Sell
354,711
-7,507
-2% -$246K 0.72% 35
2026
Q2 		$13.4M Sell
362,218
-30,594
-8% -$1.18M 1% 26
2026
Q1 		$15.6M Sell
392,812
-13,100
-3% -$534K 1.27% 22
2025
Q4 		$15.6M Sell
405,912
-7,126
-2% -$287K 1.19% 24
2025
Q3 		$14.2M Sell
413,038
-13,213
-3% -$453K 1.08% 27
2025
Q2 		$14M Buy
426,251
+486
+0.1% +$14.2K 1.13% 26
2025
Q1 		$11.9M Buy
425,765
+3,239
+0.8% +$88.8K 1.06% 28
2024
Q4 		$11.7M Sell
422,526
-19,208
-4% -$591K 0.98% 28
2024
Q3 		$14.4M Buy
441,734
+4,216
+1% +$122K 1.24% 23
2024
Q2 		$12.4M Sell
437,518
-2,321
-0.5% -$64.9K 1.14% 25
2024
Q1 		$10.8M Buy
439,839
+97,502
+28% +$2.56M 0.99% 28
2023
Q4 		$9.9M Sell
342,337
-62,939
-16% -$1.6M 0.94% 31
2023
Q3 		$9.7M Buy
405,276
+47,469
+13% +$1.38M 1% 31
2023
Q2 		$11.3M Buy
357,807
+2,903
+0.8% +$98K 1.09% 28
2023
Q1 		$12.4M Buy
354,904
+18,367
+5% +$556K 1.26% 25
2022
Q4 		$9.27M Buy
336,537
+37,884
+13% +$1.17M 1.01% 29
2022
Q3 		$9.8M Sell
298,653
-2,627
-0.9% -$101K 0.91% 35
2022
Q2 		$10.7M Buy
301,280
+3,824
+1% +$141K 0.95% 33
2022
Q1 		$13M Buy
297,456
+19,015
+7% +$702K 0.92% 36
2021
Q4 		$10.3M Buy
+278,441
New +$10.6M 0.69% 41

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

Washington Trust Advisors's BEPC Position: Q3 2026 in Review

Washington Trust Advisors reduced its Brookfield Renewable (BEPC) stake by 2.1% in Q3 2026, selling an estimated $246K and leaving 354,711 shares worth $10M. The position accounts for 0.72% of the portfolio, ranked #35.

Washington Trust Advisors first reported a position in BEPC in Q4 2021 and has held it in 20 quarters since. The position peaked at $15.6M in Q1 2026. 189 funds tracked by Wall St. Rank hold BEPC as of Q3 2026.

  • Washington Trust Advisors held 354,711 shares of Brookfield Renewable worth $10M as of Q3 2026.
  • Washington Trust Advisors sold 7,507 Brookfield Renewable shares in Q3 2026, an estimated $246K.
  • Brookfield Renewable made up 0.72% of Washington Trust Advisors's portfolio in Q3 2026, its #35 holding.
  • Washington Trust Advisors first reported a position in Brookfield Renewable in Q4 2021 and has held it in 20 quarters since.
  • Washington Trust Advisors's Brookfield Renewable position peaked at $15.6M in Q1 2026.
  • 189 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on Washington Trust Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.