Wellington Management Group
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Wellington Management Group’s Brookfield Renewable BEPC Stock Holding History

Wellington Management Group’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 		– Sell
-24,469
Closed -$972K – 1942
2026
Q1 		$972K Buy
+24,469
New +$997K ﹤0.01% 1681
2025
Q4 		– Sell
-604,629
Closed -$20.8M – 1935
2025
Q3 		$20.8M Buy
+604,629
New +$20.7M ﹤0.01% 1001
2025
Q2 		– Sell
-28,135
Closed -$785K – 1954
2025
Q1 		$785K Buy
+28,135
New +$771K ﹤0.01% 1757
2024
Q3 		– Sell
-89,467
Closed -$2.54M – 1922
2024
Q2 		$2.54M Sell
89,467
-666
-0.7% -$18.6K ﹤0.01% 1466
2024
Q1 		$2.21M Sell
90,133
-176,660
-66% -$4.63M ﹤0.01% 1501
2023
Q4 		$7.7M Sell
266,793
-16,921
-6% -$431K ﹤0.01% 1186
2023
Q3 		$6.81M Buy
283,714
+10,234
+4% +$297K ﹤0.01% 1203
2023
Q2 		$8.63M Buy
273,480
+72,776
+36% +$2.46M ﹤0.01% 1138
2023
Q1 		$7.01M Buy
200,704
+66,373
+49% +$2.01M ﹤0.01% 1193
2022
Q4 		$3.69M Buy
+134,331
New +$4.15M ﹤0.01% 1352
2021
Q4 		– Sell
-8,635
Closed -$335K – 2179
2021
Q3 		$335K Buy
+8,635
New +$362K ﹤0.01% 2020
2020
Q4 		– Sell
-61,056
Closed -$2.38M – 1918
2020
Q3 		$2.38M Buy
+61,056
New +$2.05M ﹤0.01% 1383

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

Wellington Management Group's BEPC Position: Q2 2026 in Review

Wellington Management Group sold out of Brookfield Renewable (BEPC) in Q2 2026, closing a stake of 24,469 shares — an estimated $972K sold.

Wellington Management Group first reported a position in BEPC in Q3 2020 and held it in 12 quarters. The position peaked at $20.8M in Q3 2025. 426 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Wellington Management Group reported no remaining Brookfield Renewable position as of Q2 2026 after selling out during the quarter.
  • Wellington Management Group sold 24,469 Brookfield Renewable shares in Q2 2026, an estimated $972K.
  • Wellington Management Group first reported a position in Brookfield Renewable in Q3 2020 and held it in 12 quarters.
  • Wellington Management Group's Brookfield Renewable position peaked at $20.8M in Q3 2025.
  • 426 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.