Avantax Advisory Services’s Brookfield Renewable BEPC Stock Holding History

Avantax Advisory Services’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
2025 Q2	$1.34M	Sell	40,764 -244	-0.6%	-$7.12K	0.01%	996
2025 Q1	$1.14M	Sell	41,008 -1,411	-3%	-$38.7K	0.01%	1018
2024 Q4	$1.17M	Buy	42,419 +3,933	+10%	+$121K	0.01%	965
2024 Q3	$1.26M	Buy	38,486 +6,556	+21%	+$190K	0.01%	914
2024 Q2	$906K	Buy	31,930 +3,088	+11%	+$86.3K	0.01%	1039
2024 Q1	$709K	Sell	28,842 -1,298	-4%	-$34K	0.01%	889
2023 Q4	$868K	Buy	30,140 +3,717	+14%	+$94.8K	0.01%	768
2023 Q3	$633K	Sell	26,423 -1,091	-4%	-$31.7K	0.01%	851
2023 Q2	$867K	Sell	27,514 -481	-2%	-$16.2K	0.01%	732
2023 Q1	$978K	Sell	27,995 -685	-2%	-$20.7K	0.01%	674
2022 Q4	$790K	Buy	28,680 +2,182	+8%	+$67.4K	0.01%	708
2022 Q3	$866K	Buy	26,498 +999	+4%	+$38.4K	0.01%	603
2022 Q2	$908K	Buy	25,499 +4,433	+21%	+$164K	0.01%	580
2022 Q1	$929K	Buy	21,066 +5,553	+36%	+$205K	0.01%	560
2021 Q4	$571K	Buy	15,513 +2,825	+22%	+$108K	0.01%	717
2021 Q3	$500K	Buy	12,688 +1,991	+19%	+$83.4K	0.01%	725
2021 Q2	$446K	Buy	+10,697	New	+$455K	0.01%	745

Other funds holding BEPC

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Avantax Advisory Services's BEPC Position: Q2 2025 in Review

Avantax Advisory Services reduced its Brookfield Renewable (BEPC) stake by 0.6% in Q2 2025, selling an estimated $7.12K and leaving 40,764 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #996.

Avantax Advisory Services first reported a position in BEPC in Q2 2021 and has held it in 17 quarters since. 375 funds tracked by Wall St. Rank hold BEPC as of Q2 2025.

Avantax Advisory Services held 40,764 shares of Brookfield Renewable worth $1.34M as of Q2 2025.
Avantax Advisory Services sold 244 Brookfield Renewable shares in Q2 2025, an estimated $7.12K.
Brookfield Renewable made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #996 holding.
Avantax Advisory Services first reported a position in Brookfield Renewable in Q2 2021 and has held it in 17 quarters since.
375 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.