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Whipplewood Advisors’s Brookfield Renewable BEPC Stock Holding History

Whipplewood 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
Q2 		$854 Sell
23
-51
-69% -$1.98K ﹤0.01% 566
2026
Q1 		$2.95K Buy
+74
New +$3.01K ﹤0.01% 704
2025
Q3 		– Sell
-92
Closed -$3.02K – 388
2025
Q2 		$3.02K Buy
92
+85
+1,214% +$2.48K ﹤0.01% 800
2025
Q1 		$3.8K Buy
+7
New +$192 ﹤0.01% 757

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

Whipplewood Advisors's BEPC Position: Q2 2026 in Review

Whipplewood Advisors reduced its Brookfield Renewable (BEPC) stake by 69% in Q2 2026, selling an estimated $1.98K and leaving 23 shares worth $854. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Whipplewood Advisors first reported a position in BEPC in Q1 2025 and has held it in 4 quarters since. The position peaked at $3.8K in Q1 2025. 425 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Whipplewood Advisors held 23 shares of Brookfield Renewable worth $854 as of Q2 2026.
  • Whipplewood Advisors sold 51 Brookfield Renewable shares in Q2 2026, an estimated $1.98K.
  • Brookfield Renewable made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #566 holding.
  • Whipplewood Advisors first reported a position in Brookfield Renewable in Q1 2025 and has held it in 4 quarters since.
  • Whipplewood Advisors's Brookfield Renewable position peaked at $3.8K in Q1 2025.
  • 425 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.