Brookfield Renewable

BEPC

Market cap $6.35B

In the second quarter of 2026, the Baird Chautauqua International Growth Fund Net Investor Class returned +10.39%, underperforming the MSCI ACWI ex-U.S. Index® ND, which returned +14.49%. The largest relative detractors were Alibaba, Lululemon, and Brookfield Renewable, while the largest relative contributors were Recruit, ASML, and Keyence. The Baird Chautauqua Global Growth Fund Net Investor Class returned +12.18% during the quarter, underperforming the MSCI ACWI Index® ND, which returned +14.93%.

The Dividend Income Accelerator Portfolio emphasizes high-quality companies with sustainable dividends, strong balance sheets, and attractive valuations to optimize risk-adjusted returns. I prioritize a diversified mix of ETFs and individual stocks across sectors, balancing dividend income, growth, and capital appreciation while mitigating downside risk. Key metrics include a 3.75% weighted average dividend yield, low payout ratios, and low beta factors, supporting long-term portfolio resilience.

Maintaining adequate diversification is extremely important. However, unless you have simplifying anchors for a portfolio, it can be very easy to lose proper diversification. I share a portfolio strategy - along with specific picks - that can deliver a diversification, low-stress portfolio that generates very attractive income and dividend growth.

Shares of Brookfield have tumbled even though it expects to deliver double-digit annual earnings growth for the next five years. Realty Income has taken several steps to accelerate its growth rate.

BROOKFIELD, News, July 02, 2026 (GLOBE NEWSWIRE) -- Brookfield Renewable (NYSE: BEP, BEPC; TSX: BEP.UN, BEPC) (“Brookfield Renewable”) will hold its Second Quarter 2026 Conference Call and Webcast on Friday, July 31, 2026 at 9:00 a.m. ET to discuss results and business initiatives.

Williams' natural gas focus makes it a higher-growth play than its midstream peers. Brookfield Renewable is one of the biggest and best-diversified green energy plays.

Oklo and NuScale Power are pushing nuclear power technology in a new direction. This high-yield investment is diversified and has a business that has long provided products and services to the global nuclear power industry.

Investment manager Brookfield Asset Management oversees a handful of industry-focused asset managers of its own. One of these asset managers, Brookfield Renewable, recently unveiled a deal that illustrates why its business is such a reliably consistent cash cow.

BROOKFIELD, NEWS, June 17, 2026 (GLOBE NEWSWIRE) -- Brookfield Renewable Corporation (the “Corporation”) (TSX, NYSE: BEPC) today announced that all eight nominees proposed for election to the board of directors of the Corporation by holders of class A exchangeable subordinate voting shares (“Exchangeable Shares”) and holders of class B multiple voting shares (“Class B Shares”) were elected at the Corporation's annual meeting of shareholders held on June 17, 2026 in a virtual meeting format and that Ernst & Young LLP have been re-appointed as the corporation's external auditor. Detailed results of the vote for the election of directors are set out below.

Brookfield Renewable Corporation (BEPC) Shareholder/Analyst Call Prepared Remarks Transcript