Arkadios Wealth Advisors’s Brookfield Renewable BEPC Stock Holding History

Arkadios Wealth Advisors’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	$1.44M	Buy	38,922 +554	+1%	+$21.4K	0.02%	659
2026 Q1	$1.53M	Sell	38,368 -6,611	-15%	-$269K	0.02%	620
2025 Q4	$1.72M	Buy	44,979 +1,435	+3%	+$57.7K	0.03%	500
2025 Q3	$1.5M	Sell	43,544 -86	-0.2%	-$2.95K	0.04%	487
2025 Q2	$1.43M	Buy	43,630 +92	+0.2%	+$2.69K	0.04%	438
2025 Q1	$1.22M	Buy	43,538 +9,594	+28%	+$263K	0.05%	400
2024 Q4	$939K	Buy	+33,944	New	+$1.04M	0.05%	348

Other funds holding BEPC

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Arkadios Wealth Advisors's BEPC Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Brookfield Renewable (BEPC) stake by 1.4% in Q2 2026, buying an estimated $21.4K and bringing the position to 38,922 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #659.

Arkadios Wealth Advisors first reported a position in BEPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.72M in Q4 2025. 426 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Arkadios Wealth Advisors held 38,922 shares of Brookfield Renewable worth $1.44M as of Q2 2026.
Arkadios Wealth Advisors bought 554 Brookfield Renewable shares in Q2 2026, an estimated $21.4K.
Brookfield Renewable made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #659 holding.
Arkadios Wealth Advisors first reported a position in Brookfield Renewable in Q4 2024 and has held it in 7 quarters since.
Arkadios Wealth Advisors's Brookfield Renewable position peaked at $1.72M in Q4 2025.
426 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.