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Bogart Wealth LLC’s Brookfield Renewable BEPC Stock Holding History

Bogart Wealth LLC’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 		– Sell
-39
Closed -$1.55K – 2017
2026
Q1 		$1.55K Buy
39
+26
+200% +$1.06K ﹤0.01% 1330
2025
Q4 		$498 Buy
+13
New +$523 ﹤0.01% 1475
2025
Q1 		– Sell
-41
Closed -$1.13K – 1426
2024
Q4 		$1.13K Buy
+41
New +$1.26K ﹤0.01% 1187

Other funds holding BEPC

ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Bogart Wealth LLC's BEPC Position: Q2 2026 in Review

Bogart Wealth LLC sold out of Brookfield Renewable (BEPC) in Q2 2026, closing a stake of 39 shares — an estimated $1.55K sold.

Bogart Wealth LLC first reported a position in BEPC in Q4 2024 and held it in 3 quarters. The position peaked at $1.55K in Q1 2026. 429 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Bogart Wealth LLC reported no remaining Brookfield Renewable position as of Q2 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 39 Brookfield Renewable shares in Q2 2026, an estimated $1.55K.
  • Bogart Wealth LLC first reported a position in Brookfield Renewable in Q4 2024 and held it in 3 quarters.
  • Bogart Wealth LLC's Brookfield Renewable position peaked at $1.55K in Q1 2026.
  • 429 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.