Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Brookfield Renewable BEPC Stock Holding History

Carson Wealth (CWM 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
Q1 		$252K Sell
6,335
-365
-5% -$14.9K ﹤0.01% 2529
2025
Q4 		$257K Buy
6,700
+2,158
+48% +$86.8K ﹤0.01% 2361
2025
Q3 		$156K Buy
4,542
+724
+19% +$24.8K ﹤0.01% 2632
2025
Q2 		$125K Sell
3,818
-240
-6% -$7.01K ﹤0.01% 2531
2025
Q1 		$113K Buy
4,058
+516
+15% +$14.1K ﹤0.01% 2333
2024
Q4 		$98K Sell
3,542
-1,213
-26% -$37.3K ﹤0.01% 2292
2024
Q3 		$155K Buy
4,755
+686
+17% +$19.9K ﹤0.01% 1898
2024
Q2 		$115K Buy
4,069
+353
+9% +$9.87K ﹤0.01% 1880
2024
Q1 		$91K Buy
3,716
+465
+14% +$12.2K ﹤0.01% 1929
2023
Q4 		$94K Buy
3,251
+2,380
+273% +$60.7K ﹤0.01% 1806
2023
Q3 		$21K Sell
871
-285
-25% -$8.27K ﹤0.01% 2640
2023
Q2 		$36K Buy
1,156
+6
+0.5% +$202 ﹤0.01% 2221
2023
Q1 		$40K Sell
1,150
-182
-14% -$5.51K ﹤0.01% 2026
2022
Q4 		$37K Buy
1,332
+851
+177% +$26.3K ﹤0.01% 1928
2022
Q3 		$16K Buy
481
+2
+0.4% +$77 ﹤0.01% 2364
2022
Q2 		$17K Buy
479
+55
+13% +$2.03K ﹤0.01% 2213
2022
Q1 		$19K Buy
424
+147
+53% +$5.43K ﹤0.01% 2100
2021
Q4 		$10K Buy
+277
New +$10.6K ﹤0.01% 2337
2021
Q2 		$38K Hold
904
– – ﹤0.01% 1507
2021
Q1 		$38K Hold
904
– – ﹤0.01% 1507
2020
Q4 		$38K Sell
904
-452
-33% -$21.7K ﹤0.01% 1507
2020
Q3 		$38K Buy
+1,356
New +$45.5K ﹤0.01% 1507

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 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
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BEPC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Brookfield Renewable (BEPC) stake by 5.4% in Q1 2026, selling an estimated $14.9K and leaving 6,335 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #2529.

Carson Wealth (CWM LLC) first reported a position in BEPC in Q3 2020 and has held it in 22 quarters since. The position peaked at $257K in Q4 2025. 419 funds tracked by Wall St. Rank hold BEPC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,335 shares of Brookfield Renewable worth $252K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 365 Brookfield Renewable shares in Q1 2026, an estimated $14.9K.
  • Brookfield Renewable made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2529 holding.
  • Carson Wealth (CWM LLC) first reported a position in Brookfield Renewable in Q3 2020 and has held it in 22 quarters since.
  • Carson Wealth (CWM LLC)'s Brookfield Renewable position peaked at $257K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.