XF
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XML Financial’s Brookfield Renewable BEPC Stock Holding History

XML Financial’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 		$1.47M Sell
39,726
-1,725
-4% -$66.8K 0.11% 158
2026
Q1 		$1.65M Buy
41,451
+50
+0.1% +$2.04K 0.13% 139
2025
Q4 		$1.59M Sell
41,401
-49
-0.1% -$1.97K 0.13% 143
2025
Q3 		$1.43M Sell
41,450
-2,354
-5% -$80.7K 0.12% 152
2025
Q2 		$1.44M Sell
43,804
-5,426
-11% -$158K 0.12% 144
2025
Q1 		$1.37M Sell
49,230
-2,896
-6% -$79.4K 0.13% 144
2024
Q4 		$1.44M Sell
52,126
-5,050
-9% -$155K 0.13% 139
2024
Q3 		$1.87M Sell
57,176
-16,611
-23% -$482K 0.17% 123
2024
Q2 		$2.09M Sell
73,787
-29,285
-28% -$819K 0.21% 110
2024
Q1 		$2.53M Sell
103,072
-46,413
-31% -$1.22M 0.26% 97
2023
Q4 		$4.3M Sell
149,485
-25,039
-14% -$638K 0.45% 66
2023
Q3 		$4.18M Buy
174,524
+17,231
+11% +$500K 0.5% 63
2023
Q2 		$4.96M Buy
157,293
+665
+0.4% +$22.4K 0.57% 52
2023
Q1 		$5.47M Buy
156,628
+27,388
+21% +$829K 0.67% 49
2022
Q4 		$3.56M Buy
129,240
+21,940
+20% +$678K 0.45% 69
2022
Q3 		$3.51M Buy
+107,300
New +$4.13M 0.49% 65
2022
Q2 		– Sell
-94,400
Closed -$4.13M – 240
2022
Q1 		$4.13M Buy
94,400
+27,650
+41% +$1.02M 0.49% 65
2021
Q4 		$2.46M Buy
66,750
+55,200
+478% +$2.11M 0.3% 93
2021
Q3 		$448K Buy
11,550
+1,830
+19% +$76.7K 0.06% 207
2021
Q2 		$408K Buy
9,720
+250
+3% +$10.6K 0.09% 159
2021
Q1 		$443K Buy
9,470
+2,930
+45% +$150K 0.11% 143
2020
Q4 		$381K Buy
+6,540
New +$314K 0.1% 147

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

XML Financial's BEPC Position: Q2 2026 in Review

XML Financial reduced its Brookfield Renewable (BEPC) stake by 4.2% in Q2 2026, selling an estimated $66.8K and leaving 39,726 shares worth $1.47M. The position accounts for 0.11% of the portfolio, ranked #158.

XML Financial first reported a position in BEPC in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.47M in Q1 2023. 426 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • XML Financial held 39,726 shares of Brookfield Renewable worth $1.47M as of Q2 2026.
  • XML Financial sold 1,725 Brookfield Renewable shares in Q2 2026, an estimated $66.8K.
  • Brookfield Renewable made up 0.11% of XML Financial's portfolio in Q2 2026, its #158 holding.
  • XML Financial first reported a position in Brookfield Renewable in Q4 2020 and has held it in 22 quarters since.
  • XML Financial's Brookfield Renewable position peaked at $5.47M in Q1 2023.
  • 426 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.