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James T. Borello RIA’s Brookfield Renewable BEPC Stock Holding History

James T. Borello RIA’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
-6
Closed -$239 – 1222
2026
Q1 		$239 Sell
6
-10
-63% -$407 ﹤0.01% 1109
2025
Q4 		$613 Buy
+16
New +$644 ﹤0.01% 924

Other funds holding BEPC

ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Brookfield Corp
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
CIBC Bancorp USA
CIBC Bancorp USA Chicago, Illinois $82.3B AUM

James T. Borello RIA's BEPC Position: Q2 2026 in Review

James T. Borello RIA sold out of Brookfield Renewable (BEPC) in Q2 2026, closing a stake of 6 shares — an estimated $239 sold.

James T. Borello RIA first reported a position in BEPC in Q4 2025 and held it in 2 quarters. The position peaked at $613 in Q4 2025. 429 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • James T. Borello RIA reported no remaining Brookfield Renewable position as of Q2 2026 after selling out during the quarter.
  • James T. Borello RIA sold 6 Brookfield Renewable shares in Q2 2026, an estimated $239.
  • James T. Borello RIA first reported a position in Brookfield Renewable in Q4 2025 and held it in 2 quarters.
  • James T. Borello RIA's Brookfield Renewable position peaked at $613 in Q4 2025.
  • 429 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on James T. Borello RIA's 13F filing for Q2 2026, filed 16 Oct 2026.