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Waterloo Capital’s Brookfield Renewable BEPC Stock Holding History

Waterloo Capital’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 		$596K Sell
16,065
-14
-0.1% -$542 0.03% 325
2026
Q1 		$640K Sell
16,079
-560
-3% -$22.8K 0.05% 266
2025
Q4 		$638K Sell
16,639
-1,661
-9% -$66.8K 0.05% 264
2025
Q3 		$630K Buy
18,300
+381
+2% +$13.1K 0.05% 238
2025
Q2 		$587K Buy
17,919
+83
+0.5% +$2.42K 0.05% 244
2025
Q1 		$498K Sell
17,836
-7,540
-30% -$207K 0.05% 246
2024
Q4 		$702K Sell
25,376
-1,908
-7% -$58.7K 0.07% 191
2024
Q3 		$891K Sell
27,284
-1,748
-6% -$50.7K 0.1% 172
2024
Q2 		$824K Sell
29,032
-58,535
-67% -$1.64M 0.1% 166
2024
Q1 		$2.15M Buy
87,567
+34,528
+65% +$905K 0.27% 90
2023
Q4 		$1.53M Buy
+53,039
New +$1.35M 0.25% 98

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

Waterloo Capital's BEPC Position: Q2 2026 in Review

Waterloo Capital reduced its Brookfield Renewable (BEPC) stake by 0.09% in Q2 2026, selling an estimated $542 and leaving 16,065 shares worth $596K. The position accounts for 0.03% of the portfolio, ranked #325.

Waterloo Capital first reported a position in BEPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.15M in Q1 2024. 429 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Waterloo Capital held 16,065 shares of Brookfield Renewable worth $596K as of Q2 2026.
  • Waterloo Capital sold 14 Brookfield Renewable shares in Q2 2026, an estimated $542.
  • Brookfield Renewable made up 0.03% of Waterloo Capital's portfolio in Q2 2026, its #325 holding.
  • Waterloo Capital first reported a position in Brookfield Renewable in Q4 2023 and has held it in 11 quarters since.
  • Waterloo Capital's Brookfield Renewable position peaked at $2.15M in Q1 2024.
  • 429 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.