What smart money is saying about Brookfield Renewable
BEPC.TO
No fund has written a full thesis on Brookfield Renewable in our archive, but 2 fund letters report a position in it — most recently Clearbridge Investments Global Infrastructure Income Strategy in September 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Between Q4 2024 and Q3 2026, 2 fund letters reported a position in Brookfield Renewable — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q4 2024 | 1 | 0 | 1 | 0 |
Fund activity · 2 positions · 1 move
- September 2026
“U.S. renewables company Brookfield Renewable and French electric utility Engie were the largest detractors for the quarter.”
Brookfield Renewable - December 2024
“In utilities, we took advantage of share price strength to trim our position in Brookfield Renewables (BEPC) as AI-related enthusiasm and surging demand for data centers drove share prices higher for BEPC and many of its peers.”
Brookfield Renewable
Read the letters behind these Brookfield Renewable positions
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