Filing Research | BEPC - BROOKFIELD RENEWABLE CL A NE Institutional Holdings

Snapshot holdings

50 / 80 loaded

#		Instrument	quantity
1	Rempart Asset Management Inc.	Shares	286.5KSH	$10.6M
2	DAVENPORT & Co LLC	Shares	251.5KSH	$9.3M
3	ASR Vermogensbeheer N.V.	Shares	241.2KSH	$9.0M
4	PFG Investments, LLC	Shares	214.1KSH	$7.9M
5	LBP AM SA	Shares	116.9KSH	$4.3M
6	Sequoia Financial Advisors, LLC	Shares	63.2KSH	$2.3M
7	Police & Firemen's Retirement System of New Jersey	Shares	62.7KSH	$2.3M
8	Investment Partners Asset Management, Inc.	Shares	40.1KSH	$1.5M
9	XML Financial, LLC	Shares	39.7KSH	$1.5M
10	INTACT INVESTMENT MANAGEMENT INC.	Shares	31.0KSH	$1.2M
11	Oak Thistle LLC	Shares	26.4KSH	$979.9K
12	Robeco Institutional Asset Management B.V.	Shares	21.6KSH	$801.2K
13	GRIFFIN ASSET MANAGEMENT, INC.	Shares	18.4KSH	$684.6K
14	Plan A Wealth LLC	Shares	18.2KSH	$676.8K
15	Assenagon Asset Management S.A.	Shares	17.8KSH	$662.2K
16	Fortune Financial Advisors, LLC	Shares	15.8KSH	$585.8K
17	Farther Finance Advisors, LLC	Shares	15.3KSH	$567.4K
18	Abundance Wealth Counselors	Shares	14.6KSH	$542.7K
19	Pinnacle Wealth Management Group, Inc.	Shares	12.7KSH	$469.9K
20	Fideuram Asset Management (Ireland) dac	Shares	8.7KSH	$465.0K
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	12.3KSH	$432.4K
22	PensionDanmark Pensionsforsikringsaktieselskab	Shares	9.0KSH	$334.3K
23	InTrack Investment Management Inc	Shares	7.3KSH	$272.5K
24	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	7.1KSH	$262.5K
25	Cardinal Point Capital Management ULC	Shares	7.0KSH	$261.3K
26	MOODY LYNN LIEBERSON & WALKER, LLC	Shares	6.8KSH	$250.6K
27	Bright Futures Wealth Management, LLC.	Shares	6.5KSH	$241.0K
28	PRECEDENT WEALTH PARTNERS, LLC	Shares	6.4KSH	$237.5K
29	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	6.1KSH	$226.7K
30	SBI Securities Co., Ltd.	Shares	6.0KSH	$223.9K
31	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	5.9KSH	$219.0K
32	TRUST CO OF OKLAHOMA	Shares	5.6KSH	$207.9K
33	Financial Perspectives, Inc	Shares	3.6KSH	$134.1K
34	IFP Advisors, Inc	Shares	3.3KSH	$123.9K
35	SIGNATUREFD, LLC	Shares	3.1KSH	$116.6K
36	GAMMA Investing LLC	Shares	2.6KSH	$95.8K
37	Indiana Trust & Investment Management Co	Shares	1.7KSH	$63.5K
38	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	993SH	$36.9K
39	Princeton Global Asset Management LLC	Shares	900SH	$33.4K
40	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	900SH	$33.4K
41	EverSource Wealth Advisors, LLC	Shares	776SH	$28.8K
42	Allied Private Wealth LLC	Shares	750SH	$26.9K
43	MassMutual Private Wealth & Trust, FSB	Shares	707SH	$26.2K
44	Torren Management, LLC	Shares	673SH	$25.0K
45	AdvisorNet Financial, Inc	Shares	615SH	$22.8K
46	Curated Wealth Partners LLC	Shares	20.0KSH	$20.8K
47	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	495SH	$18.4K
48	Pacifica Partners Inc.	Shares	500SH	$18.0K
49	Main Street Group, LTD	Shares	429SH	$15.9K
50	NorthAvenue LLC	Shares	329SH	$12.2K

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Manager changes2026-06-30 vs 2026-03-31

50 / 90 loaded

#		Instrument
1	Oak Thistle LLC new	Shares	+26.4K	+$979.9K	$979.9K
2	Farther Finance Advisors, LLC added	Shares	+13.4K	+$490.3K	$567.4K
3	Fideuram Asset Management (Ireland) dac new	Shares	+8.7K	+$465.0K	$465.0K
4	Assenagon Asset Management S.A. added	Shares	+9.5K	+$331.0K	$662.2K
5	INTACT INVESTMENT MANAGEMENT INC. added	Shares	+10.0K	+$315.6K	$1.2M
6	InTrack Investment Management Inc new	Shares	+7.3K	+$272.5K	$272.5K
7	LEAVELL INVESTMENT MANAGEMENT, INC. new	Shares	+7.1K	+$262.5K	$262.5K
8	Abundance Wealth Counselors added	Shares	+7.5K	+$260.8K	$542.7K
9	MOODY LYNN LIEBERSON & WALKER, LLC new	Shares	+6.8K	+$250.6K	$250.6K
10	PRECEDENT WEALTH PARTNERS, LLC new	Shares	+6.4K	+$237.5K	$237.5K
11	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. new	Shares	+900	+$33.4K	$33.4K
12	AdvisorNet Financial, Inc new	Shares	+615	+$22.8K	$22.8K
13	Curated Wealth Partners LLC new	Shares	+20.0K	+$20.8K	$20.8K
14	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+884	+$18.6K	$226.7K
15	Pacifica Partners Inc. new	Shares	+500	+$18.0K	$18.0K
16	GAMMA Investing LLC added	Shares	+568	+$15.6K	$95.8K
17	Community Financial Services Group, LLC new	Shares	+302	+$11.1K	$11.1K
18	VSM Wealth Advisory, LLC new	Shares	+200	+$7.4K	$7.4K
19	SJS Investment Consulting Inc. added	Shares	+110	+$4.1K	$4.3K
20	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+67	+$3.2K	$18.4K
21	WEST PACES ADVISORS INC. new	Shares	+54	+$2.0K	$2.0K
22	Financial Management Professionals, Inc. new	Shares	+50	+$1.9K	$1.9K
23	SIGNATUREFD, LLC added	Shares	+257	+$1.7K	$116.6K
24	Princeton Global Asset Management LLC added	Shares	+100	+$1.5K	$33.4K
25	JFS WEALTH ADVISORS, LLC added	Shares	+41	+$1.4K	$3.0K
26	SIMS INVESTMENT MANAGEMENT, LLC new	Shares	+12	+$445	$445
27	LRI Investments, LLC new	Shares	+4	+$148	$148
28	TSFG, LLC added	Shares	+1.3K	+$30	$305
29	MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd unchanged	Shares	0	+$16	$66
30	Activest Wealth Management new	Shares	0	$0	$0
31	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$1
32	CX Institutional trimmed	Shares	-158	-$7	$6
33	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$16	$223
34	Center for Financial Planning, Inc. unchanged	Shares	0	-$60	$817
35	Cromwell Holdings LLC unchanged	Shares	0	-$71	$854
36	Fortitude Family Office, LLC unchanged	Shares	0	-$73	$1.0K
37	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	-$79	$1.1K
38	Hughes Financial Services, LLC exited	Shares	-2	-$80	$0
39	Moisand Fitzgerald Tamayo, LLC unchanged	Shares	0	-$116	$1.6K
40	City State Bank unchanged	Shares	0	-$149	$2.0K
41	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	-$190	$2.6K
42	AMALGAMATED BANK trimmed	Shares	-5.4K	-$232	$242
43	Blue Trust, Inc. trimmed	Shares	-3	-$266	$2.0K
44	CoreCap Advisors, LLC unchanged	Shares	0	-$271	$3.7K
45	LANARK FINANCIAL, INC. unchanged	Shares	0	-$271	$3.7K
46	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$282	$3.9K
47	Ares Financial Consulting, LLC unchanged	Shares	0	-$366	$4.1K
48	True Wealth Design, LLC trimmed	Shares	-13	-$667	$2.0K
49	NorthAvenue LLC unchanged	Shares	0	-$892	$12.2K
50	Main Street Group, LTD unchanged	Shares	0	-$1.2K	$15.9K

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